Robert
Rebussini
Integrated Wealth Concepts LLC
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About this Advisor
Robert Rebussini is a financial advisor operating out of Cranston, Rhode Island with a total of 7 years of industry experience. Rebussini is an employee of Integrated Wealth Concepts LLC. Over the course of their career, Rebussini has held roles at Lincoln Financial Advisors, Lpl Financial, LLC and Integrated Wealth Concepts LLC. Rebussini has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to operate in Rhode Island. Integrated Wealth Concepts LLC is a financial advisory firm that has its headquarters in Waltham, MA. The company has offices in 57 locations and a total of 178 employees. It oversees $8 billion in assets across its 17,089 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 24 charities and foundations. Of its 17,089 client accounts, 37% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a number 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 usually are based on the type of services offered. Fee types billed by Integrated Wealth Concepts LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Rebussini Work History
Robert has been registered as a financial advisor for 7 years.*
Lpl Financial, LLC
Integrated Wealth Concepts LLC
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 Robert Rebussini 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
Solana Beach, CA
Waltham, MA
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Northbrook, IL
Rockland, MA
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Solana Beach, CA
Huntington Beach, CA
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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