Glastonbury, CT 115 Glastonbury Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$22,821,770,000
ClientsTotal clients
29,187
AdvisorsAdvisors at this office
2
Of 480 advisors across 192 offices
Location
115 Glastonbury Blvd
Glastonbury CT 06033
Advisors at this office
2
Advisors at this office
Kevin P
Series 63, Series 65
Glastonbury, CT
Integrated Wealth Concepts LLC
Kevin Palmieri is a financial advisor with Integrated Wealth Concepts LLC in Glastonbury, CT, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Outside of his advisory work, he serves as an assistant coach for a high school tennis program in Southington, CT. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and oversight of third-party managers.
Bruno P
Series 63, Series 65
Glastonbury, CT
Integrated Wealth Concepts LLC
Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Lincoln Financial Advisors and CPA Services, LLC. He has operated his own CPA business since 1988. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing customized portfolios and a primarily long-term investment approach.
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