John
Derway
Integrated Wealth Concepts LLC
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About this Advisor
John Derway is a financial advisor based in Simsbury, Connecticut with a total of 2 years of industry experience. Derway is an advisor for Integrated Wealth Concepts LLC. Their career trajectory has included roles at Lpl Financial LLC, Integrated Wealth Concepts, LLC, Coburn & Meredith, Inc and Tucker Anthony & R.L. Day. Derway has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut and Texas. Integrated Wealth Concepts LLC is an advisory business based in Waltham, MA. It has offices in 57 locations and a total of 178 financial advisors. It controls $8 billion in total assets across its 17,089 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 24 charitable organizations. Of its 17,089 customer accounts, 37% are associated with high-net-worth investors who have at least $1 million in investable assets. Integrated Wealth Concepts LLC has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the type of financial services provided. However, fee types billed by Integrated Wealth Concepts LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Derway Work History
John has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Integrated Wealth Concepts, LLC
Coburn & Meredith, Inc
Tucker Anthony & R.L. Day
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Derway 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
Saint Joseph, MO
Northbrook, IL
Huntington Beach, CA
Waltham, MA
Rockland, MA
Waltham, MA
Solana Beach, CA
Solana Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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