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Fazal Hussain

Integrated Wealth Concepts LLC

Concord, MA

CRD 7956578

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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:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2024-07-24
  • MA RA
    APPROVED_RES
    Since 2024-07-24

Branch Locations

2250 Main Street Suite 3, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brad Capland Cpa Pc Concord MA 02/2024 Present
Lantheus Holdings Inc Bedford MA 10/2021 08/2023
Fazal Hussain Cpa Pc Concord MA 09/2019 Present
Knovva Academy Boston MA 03/2019 05/2020
Cliftonlarsonallen Llp Boston MA 01/2018 12/2018
Kpmg Boston MA 01/2010 12/2017
Integrated Wealth Concepts Llc Waltham MA 07/2024 Present
  • 02/2024 → Present
    Brad Capland Cpa Pc
    Concord, MA
  • 10/2021 → 08/2023
    Lantheus Holdings Inc
    Bedford, MA
  • 09/2019 → Present
    Fazal Hussain Cpa Pc
    Concord, MA
  • 03/2019 → 05/2020
    Knovva Academy
    Boston, MA
  • 01/2018 → 12/2018
    Cliftonlarsonallen Llp
    Boston, MA
  • 01/2010 → 12/2017
    Kpmg
    Boston, MA
  • 07/2024 → Present
    Waltham, MA
Other Businesses

02/2024 - CPA FIRM - PARTNER - FAZAL HUSSIAN, CPA PC - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 02/2024 - CPA FIRM - CPA - BRAD CAPLAND, CPA PC - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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