Robert
Conaty
Integrated Wealth Concepts LLC
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About this Advisor
Robert Conaty is a financial advisor based in Boston, Massachusetts, working with Integrated Wealth Concepts LLC. Robert has previously held positions at Coburn & Meredith Inc, Lpl Financial, LLC, and Integrated Wealth Concepts, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Robert is part of Integrated Wealth Concepts LLC, which operates out of Boston, Massachusetts. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$12,394,481,000
424
44,485
$278,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Conaty Work History
Lpl Financial, LLC
Integrated Wealth Concepts, LLC
Coburn & Meredith Inc
Disclosures
Please visit the SEC profile of Robert Conaty 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
New Bedford, MA
Denver, CO
Worcester, MA
Waltham, MA
Gig Harbor, WA
Leominster, MA
Waltham, MA
Great Falls, MT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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