Woburn, MA 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
500 W Cummings Park, Suite 5650
Woburn MA 01801
Advisors at this office
2
Advisors at this office
Joseph F
Series 63
Woburn, MA
Integrated Wealth Concepts LLC
Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. 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, and consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.
Christopher O
Woburn, MA
Integrated Wealth Concepts LLC
Christopher O'Day is a financial advisor at Integrated Wealth Concepts LLC with 2 years of industry experience. He previously worked at LGA, LLP and ALL CPAs and has been involved with the Massachusetts Society of CPAs since 2010. Outside of advising, he serves as Director of Marketing for LGA LLP, a CPA and business advisory firm. 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, and family office services, employing a long-term investment approach with customizable portfolios that include mutual funds, ETFs, individual equities, and fixed income.
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