Unclaimed Profile

John Gennaro Cataldo

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts

SIE, Series 7, Series 24, Series 66Clean record9 years registeredINTEGRATED WEALTH CONCEPTS LLC

200 5TH AVENUE, WALTHAM, MA 02451CRD# 5707721Firm CRD# 284656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Gennaro Cataldo · WALTHAM, MA

Registration

CRD #5707721 · INTEGRATED WEALTH CONCEPTS LLC · 9 years registered

Brand Profile

Not yet started

Career History

BOLTON GLOBAL ASSET MANAGEMENT

Jan 2024 – present

INTEGRATED WEALTH CONCEPTS LLC

Aug 2016 – Dec 2023

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 22, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED WEALTH CONCEPTS LLC

CRD 284656 · SEC 801-108179

AUM

$13.5B

Regulatory assets under management

Employees

424

22,706 client accounts

Services offered by INTEGRATED WEALTH CONCEPTS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRATED WEALTH CONCEPTS LLC →

Introduction

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Frequently Asked Questions

What services does John Gennaro Cataldo offer?

John Gennaro Cataldo specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are John Gennaro Cataldo's credentials?

John Gennaro Cataldo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Gennaro Cataldo located?

John Gennaro Cataldo is based in WALTHAM, Massachusetts, working with INTEGRATED WEALTH CONCEPTS LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does John Gennaro Cataldo charge for services?

John Gennaro Cataldo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED WEALTH CONCEPTS LLC?

INTEGRATED WEALTH CONCEPTS LLC has approximately 424 employees and manages $13.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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