Joseph
Sabelli

Integrated Wealth Concepts LLC

CRD#4286033
Investment Advisor
in Peabody, MA

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About this Advisor

Joseph Sabelli is a financial advisor operating in Peabody, Massachusetts, who has 33 years of financial industry experience. Sabelli is currently employed by Integrated Wealth Concepts LLC. Their career trajectory has included roles at Sabellil & Company, Lincoln Financial Advisors Corp, Integrated Wealth Concepts LLC and Lpl Financial LLC. Sabelli has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in Massachusetts. Integrated Wealth Concepts LLC is a firm operating in Peabody, Massachusetts. The firm has offices in 44 locations and a total of 197 employees. It has $1 billion in assets among its 8,767 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves five charities and foundations. Of its 8,767 customer accounts, 44% are held by high-net-worth individuals who have at least $1 million in assets. Integrated Wealth Concepts LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically are based on the services provided. Fees charged by Integrated Wealth Concepts LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

34 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

Disclosures

No

Office Location

95 Lynn Street Suite B
Peabody, MA 01960

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$1,353,200,000

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

197

MA Average: 118
Total Number of Accounts

8,767

MA Average: 4,567
Average Account Size

$154,352

MA Average: $3,506,186

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Investment Advisory Services

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

Joseph Sabelli Work History

Joseph has 34 years of experience.

2016 - Present (4 years)

Integrated Wealth Concepts LLC

2016 - Present (4 years)

Lpl Financial LLC

1986 - Present (34 years)

Sabellil & Company

2003 - 2016 (13 years)

Lincoln Financial Advisors Corp

Disclosures

Joseph Sabelli has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Integrated Wealth Concepts LLC

Claudia Bressman
Fairfax, VA
Anthony Designor
Woodridge, IL
Joseph O'Loughlin
Waltham, MA
Gina Wilson
Fairfax, VA
R. Jason Horwitz
Rockland, MA
Jacob Telleria
Alexandria, VA
Danya Abrams
Waltham, MA
Timothy Thielen
Miami, FL

This content was compiled from the SEC and FINRA.

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