Adam
Rothbart
Integrated Wealth Concepts LLC
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About this Advisor
Adam Rothbart is a financial advisor working in Scarborough, Maine, with a total of 6 years of industry experience. Rothbart is an employee of Integrated Wealth Concepts LLC. During their career, Rothbart has held roles at Allstate Insurance Co, Rothbart Financial Services LLC, Penobscot Financial Advisors, Mid Atlantic Capital Corporation, Rothbart Financial Services, LLC, Lpl Financial LLC and Integrated Wealth Concepts LLC. Rothbart has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Maine, Massachusetts and Texas. Integrated Wealth Concepts LLC is a firm that has its headquarters in Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 financial advisors. It oversees $8 billion in total assets between its 17,089 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 24 charities and foundations. Of its 17,089 client accounts, 37% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the financial services. However, fees billed by Integrated Wealth Concepts LLC most likely are comprised of 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
Adam Rothbart Work History
Adam has been registered as a financial advisor for 6 years.*
Lpl Financial LLC
Integrated Wealth Concepts LLC
Rothbart Financial Services, LLC
Penobscot Financial Advisors
Mid Atlantic Capital Corporation
Allstate Insurance Co
Rothbart Financial Services LLC
Allstate Insurance Co
*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 Adam Rothbart 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
Waltham, MA
Solana Beach, CA
Northbrook, IL
Solana Beach, CA
Rockland, MA
Waltham, MA
Huntington 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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