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Financial ADVSR advisor directory · SEC adviser records

Integrated Wealth Concepts LLC financial advisors in New York

Every SEC-registered investment adviser representative at a Integrated Wealth Concepts LLC office in New York, by city and A to Z.

The short answer

6 registered advisors work at Integrated Wealth Concepts LLC in New York, out of 442 nationwide; it's the firm's number 15 state by advisors, and the most are in Brewster (2). 1 list the CFP designation and 2 are also registered broker representatives.

Integrated Wealth Concepts LLC advisors by city in New York

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Brewster 2Pine Plains 1Rye 1Southampton 1Tappan 1Valhalla 1

Integrated Wealth Concepts LLC advisors in New York, A to Z

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Integrated Wealth Concepts LLC advisors in every state →Integrated Wealth Concepts LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Integrated Wealth Concepts LLC in other states

Massachusetts 122California 115Virginia 25Connecticut 24New Jersey 15Washington 14Rhode Island 13Colorado 12Florida 12New Hampshire 12Illinois 11Texas 8Michigan 7Missouri 7Hawaii 5Nebraska 5Arizona 4Kansas 4Kentucky 4North Carolina 4Maryland 3Pennsylvania 3

Questions

How many Integrated Wealth Concepts LLC financial advisors are in New York?

6 investment adviser representatives are registered at Integrated Wealth Concepts LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 442 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Where in New York does Integrated Wealth Concepts LLC have the most advisors?

Brewster, with 2, then Pine Plains (1). Integrated Wealth Concepts LLC has advisors in 6 cities in New York.

How do I check a Integrated Wealth Concepts LLC advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Integrated Wealth Concepts LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.