Nishan
Mootafian

Integrated Wealth Concepts LLC

CRD#2240292
Investment Advisor
in Lynnfield, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nishan Mootafian is a financial advisor operating out of Lynnfield, Massachusetts, with a total of 16 years of financial industry experience. Mootafian is an employee of Integrated Wealth Concepts LLC. During their career, Mootafian has held roles at Lincoln Financial Advisors Corp, Integrated Wealth Concepts LLC and Lpl Financial LLC. Mootafian holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Integrated Wealth Concepts LLC is a financial advisory business operating out of Lynnfield, Massachusetts. The investment advisory business has offices in 44 locations and a total of 197 people on staff. It manages $1 billion in assets among its 8,767 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to five charities and foundations. Of its 8,767 accounts, 44% belong to high-net-worth clients who have more than $1 million in assets. The business offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Integrated Wealth Concepts LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

230 Broadway Suite 101
Lynnfield, MA 01940

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 17 years of experience.

2016 - Present (4 years)

Integrated Wealth Concepts LLC

2016 - Present (4 years)

Lpl Financial 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

Claudia Bressman
Fairfax, VA
Peter Salkins
Waltham, MA
Laurie Gonthier
Bantam, CT
Howard Gerrin
Waltham, MA
Joseph Sullivan
Southbury, CT
Joseph O'Loughlin
Waltham, MA
Anthony Designor
Woodridge, IL
Timothy Thielen
Miami, FL

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started