Joseph
Sabelli

Integrated Wealth Concepts LLC

CRD#4286033
Investment Advisor
in Peabody, MA

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About this Advisor

Joseph Sabelli is an investment advisor who lives in Peabody, Massachusetts. Currently a registered investment advisor at Integrated Wealth Concepts LLC, Sabelli has a notable 32 years of professional experience as an investment advisor. Sabelli has Series 66 and Series 63 licenses, certifying them as a securities agent. Sabelli can advise customers in Massachusetts. The advisor has gained experience at Lincoln Financial Advisors Corp, Sabellil & Company, Integrated Wealth Concepts LLC and Lpl Financial LLC. Integrated Wealth Concepts LLC is located in Peabody, Massachusetts, and operates out of 28 additional brick-and-mortar locations across the nation. In aggregate, Integrated Wealth Concepts LLC oversees $1 billion in assets throughout 5,299 client accounts and retains more than 199 people. The firm's total assets under management places it among the larger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 21% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Integrated Wealth Concepts LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

32 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 32 years of experience.

2016 - Present (3 years)

Integrated Wealth Concepts LLC

2016 - Present (3 years)

Lpl Financial LLC

1986 - Present (33 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

Jon Gonthier
Waltham, MA
Albert Li
Waltham, MA
Howard Karp
Canton, MA
Peter Salkins
Waltham, MA
Andrew Ross
Waltham, MA
Kathleen Mccullough
Worcester, MA
Timothy Demeritt
Franklin, MA
John Frongillo
Worcester, MA

This content was compiled from the SEC and FINRA.

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