Richard
Digennaro

Integrated Wealth Concepts LLC

CRD#6146182
Investment Advisor
in Warwick, RI

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About this Advisor

Richard Digennaro is a financial advisor who works in Warwick, Rhode Island, with 7 years of relevant experience. Digennaro is an advisor for Integrated Wealth Concepts LLC. During their career, the advisor has held roles at Lpl Financial LLC, Integrated Wealth Concepts LLC, Lincoln Financial Advisors and Digennaro & Palumbo, Llp. Digennaro maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Rhode Island. Integrated Wealth Concepts LLC is a registered investment firm that has its headquarters in Waltham, MA. It has offices in 57 locations and a total of 178 financial advisors. It administers $8 billion in assets under management among its 17,089 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 24 charities and foundations. Of its 17,089 client accounts, 37% belong to high-net-worth clients who have at least $1 million in assets. The company offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on the services offered. Fee types charged by Integrated Wealth Concepts LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

117 Metro Center Blvd. Suite 2007
Warwick, RI 02886

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

RI Average: $16,012,751,954
Total Number of Employees

178

RI Average: 118
Total Number of Accounts

17,089

RI Average: 4,567
Average Account Size

$436,887

RI Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Richard Digennaro Work History

Richard has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - Present (8 years)

Integrated Wealth Concepts LLC

1999 - Present (25 years)

Digennaro & Palumbo, Llp

2013 - 2016 (3 years)

Lincoln Financial Advisors

*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 Richard Digennaro 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

Terrance Arges
Solana Beach, CA
Ann Swartz
Rockland, MA
Donald Rittenhouse
Solana Beach, CA
Vanessa Pearson
Huntington Beach, CA
Darren Fabric
Northbrook, IL
Christian Bryant
Saint Joseph, MO
Robert Brown
Waltham, MA
Joseph O'Loughlin
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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