Philip
Masi

Integrated Wealth Concepts LLC

CRD#2275350
Investment Advisor
in Danbury, CT

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About this Advisor

Philip Masi is a certified financial planner operating out of Danbury, Connecticut with 7 years of industry experience. Masi is currently employed by Integrated Wealth Concepts LLC. Masi has gained experience at Lincoln Financial Advisors Corp, Lpl Financial LLC and Integrated Wealth Concepts LLC. Masi maintains a Series 63 license, qualifying them as a securities representative, and is able to advise clients in Connecticut and Florida. Integrated Wealth Concepts LLC is a registered investment firm headquartered in Waltham, MA. The firm has offices in 57 locations and a total of 178 financial advisors. It administers $8 billion in total assets among its 17,089 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 24 charitable organizations. Of its 17,089 client accounts, 37% are held by high-net-worth clients who have more than $1 million in assets. Integrated Wealth Concepts LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the financial services. Fees charged by Integrated Wealth Concepts LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

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

44 Old Ridgebury Road Suite P-140
Danbury, CT 06810

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

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

178

CT Average: 118
Total Number of Accounts

17,089

CT Average: 4,567
Average Account Size

$436,887

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

Philip Masi Work History

Philip has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - Present (8 years)

Integrated Wealth Concepts LLC

2003 - 2016 (13 years)

Lincoln Financial Advisors Corp

*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 Philip Masi 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

Joseph O'Loughlin
Waltham, MA
Robert Brown
Waltham, MA
Ann Swartz
Rockland, MA
Darren Fabric
Northbrook, IL
Vanessa Pearson
Huntington Beach, CA
Terrance Arges
Solana Beach, CA
Donald Rittenhouse
Solana Beach, CA
Christian Bryant
Saint Joseph, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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