Unclaimed Profile

Paul Anton Saganey

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 63CFP29 years registeredINTEGRATED WEALTH CONCEPTS LLC

200 5TH AVENUE, WALTHAM, MA 02451CRD# 1596351Firm CRD# 284656

Profile Verification

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

Identity

Paul Anton Saganey · WALTHAM, MA

Registration

CRD #1596351 · INTEGRATED WEALTH CONCEPTS LLC · 29 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Nov 2016 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Dec 2003 – Sep 2016

WALTHAM, MA

VERAVEST INVESTMENT ADVISORS, INC.

Nov 1996 – Dec 2003

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 63

Registration record

First registered · November 14, 1996

Years registered · 29

Professional designation · CFP

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Anton Saganey offer?

Paul Anton Saganey specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Paul Anton Saganey's credentials?

Paul Anton Saganey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Anton Saganey located?

Paul Anton Saganey 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 Paul Anton Saganey charge for services?

Paul Anton Saganey'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →