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Adam R
Series 63, Series 65
Portland, ME
Integrated Wealth Concepts LLC
Adam Rothbart is a financial advisor with Integrated Wealth Concepts LLC in Portland, ME, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has prior experience with LPL Financial, Rothbart Financial Services, LLC, and Allstate Insurance Company. Outside of his advisory role, Rothbart is involved with Wealth By Design, a non-investment-related business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and utilizing both internal and third-party asset managers.
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