Investment adviser representative · Integrated Wealth Concepts LLC
Galina Berkovich
CRD 7508452 · La Jolla, CA
At a glance
Galina Berkovich is an investment adviser representative with Integrated Wealth Concepts LLC in La Jolla, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Galina’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Integrated Wealth Concepts LLCSince February 2022La Jolla, CA · $24B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Galina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Integrated Wealth Concepts LLC
- Livia BenjaminLa Jolla
- Joshua BodenstadtLa Jolla
- Douglas F. BradleyLa Jolla
- Freda M. FiedlerLa Jolla
- Derek HessLa Jolla
- Suzan R. KorthLa Jolla
- Quyen LebaLa Jolla
- Andrew RobinsonLa Jolla
Every advisor at Integrated Wealth Concepts LLC →Integrated Wealth Concepts LLC: assets, clients and custodians →Financial advisors in La Jolla, CA →Every Integrated Wealth Concepts LLC advisor in La Jolla →Advisor Moves: who changed firms this week →