Joseph
Sabelli
Integrated Wealth Concepts LLC
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About this Advisor
Joseph Sabelli is a financial advisor who works in Lynnfield, Massachusetts with 7 years of industry experience. Sabelli is currently employed by Integrated Wealth Concepts LLC. Over the course of their career, they have held roles at Sabellil & Company, Lincoln Financial Advisors Corp, Lpl Financial LLC and Integrated Wealth Concepts LLC. Sabelli has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Massachusetts. Integrated Wealth Concepts LLC is an advisory company that has its headquarters in Waltham, MA. The firm has offices in 57 locations and a total of 178 financial advisors. It has $8 billion in assets between its 17,089 accounts, making it one of the largest firms in the country by assets under management. The firm serves 24 charities and foundations. Of its 17,089 client accounts, 37% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a broad range 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 usually vary depending on which service is provided. However, fees charged by Integrated Wealth Concepts LLC most likely 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
Joseph Sabelli Work History
Joseph has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Integrated Wealth Concepts LLC
Sabellil & Company
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 Joseph Sabelli 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
Rockland, MA
Saint Joseph, MO
Solana Beach, CA
Solana Beach, CA
Waltham, MA
Northbrook, IL
Huntington Beach, CA
Waltham, MA
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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