Andrew
Adil

Integrated Wealth Concepts LLC

CRD#2093525
Investment Advisor
in South Windsor, CT

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About this Advisor

Andrew Adil is a financial advisor based in South Windsor, Connecticut, working with Integrated Wealth Concepts LLC. Andrew has previously held positions at Allstate Insurance Co, Metlife Securities, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Coburn & Meredith Inc, Lpl Financial, LLC, and Integrated Wealth Concepts, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Andrew is part of Integrated Wealth Concepts LLC, which operates out of South Windsor, Connecticut. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1340 Sullivan Avenue
South Windsor, CT 06074

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$12,394,481,000

CT Average: $16,012,751,954
Total Number of Employees

424

CT Average: 118
Total Number of Accounts

44,485

CT Average: 4,567
Average Account Size

$278,622

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Andrew Adil Work History

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Integrated Wealth Concepts, LLC

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2017 - 2021 (4 years)

Coburn & Meredith Inc

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities

2014 - 2015 (1 year)

Allstate Insurance Co

Disclosures

Please visit the SEC profile of Andrew Adil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Wealth Concepts LLC

Ramona Santos
Marlton, NJ
Panayiota Mouchlian
Braintree, MA
Edward Gay
Worcester, MA
David Kline
Waltham, MA
Eric Daniel
Gig Harbor, WA
Colby Dobrusin
Waltham, MA
Brian Tarro
Naperville, IL
David Dahl
Great Falls, MT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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