Stephen Tankel

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1987 → Present
  Tankel Rosenberg & Co., P.C.
  Wellesley, MA
• 02/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

11/1987 - TANKEL ROSENBERG & CO, P.C. - CPA FIRM - CPA/OWNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS