Nishan
Mootafian

Integrated Wealth Concepts LLC

CRD#2240292
Investment Advisor
in Peabody, MA

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About this Advisor

Nishan Mootafian is a financial advisor based in Peabody, Massachusetts. Currently an investment advisor at Integrated Wealth Concepts LLC, they have gathered 15 years of professional experience in the financial advisory industry. Mootafian maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Mootafian is able to advise investors based out of Massachusetts and Texas. During their career, Mootafian has held roles at Lincoln Financial Advisors Corp, Integrated Wealth Concepts LLC and Lpl Financial LLC. Integrated Wealth Concepts LLC is based out of Peabody, Massachusetts, and has 28 other offices in the nation. As a firm, Integrated Wealth Concepts LLC manages $1 billion in assets throughout 5,299 accounts and employs more than 199 people. The amount of assets the firm manages places it among the larger firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 21% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Integrated Wealth Concepts LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

Nishan Mootafian Work History

Nishan has 15 years of experience.

2016 - Present (3 years)

Integrated Wealth Concepts LLC

2016 - Present (3 years)

Lpl Financial LLC

2016 - Present (3 years)

Integrated Wealth Concepts LLC

2003 - 2016 (13 years)

Lincoln Financial Advisors Corp

Disclosures

Nishan Mootafian 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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