Unclaimed Profile

Stephen Kolano

INTEGRATED WEALTH CONCEPTS LLC·WALTHAM, Massachusetts

Series 7, Series 55, Series 63Clean record4 years registeredINTEGRATED WEALTH CONCEPTS LLC

200 5TH AVENUE, WALTHAM, MA 02451CRD# 3258184Firm CRD# 284656

Profile Verification

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

Identity

Stephen Kolano · WALTHAM, MA

Registration

CRD #3258184 · INTEGRATED WEALTH CONCEPTS LLC · 4 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH CONCEPTS LLC

Jun 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 55

Series 63

Registration record

First registered · June 21, 2022

Years registered · 4

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 Stephen Kolano offer?

Stephen Kolano specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Stephen Kolano's credentials?

Stephen Kolano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Kolano located?

Stephen Kolano 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 Stephen Kolano charge for services?

Stephen Kolano'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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