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Andrea Chillak

Integrated Wealth Concepts LLC

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About Andrea Chillak

Andrea Chillak is a Registered Investment Advisor and is currently registered in California and Texas with Integrated Wealth Concepts LLC. Andrea has been in the industry for over 30 years and has worked with a variety of firms including Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc. and E.F. Hutton & Company Inc. Andrea's current firm, Integrated Wealth Concepts LLC, provides advisory services such as financial planning, pension consulting and portfolio management for both individuals and businesses. The firm also offers selection of other advisors.

Firm Information

Andrea Chillak is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Chillak’s Registration & Firm History

CA

02/03/2023 - Present

Integrated Wealth Concepts LLC (ENCINITAS CA)

CA

06/01/2009 - 11/14/2013

MORGAN STANLEY (LA JOLLA CA)

CA

07/31/1993 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)

NY

05/14/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

04/26/1985 - 05/14/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 07/20/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/1985

Series 3 - National Commodity Futures Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Chillak.
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