linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew J Ross

Integrated Wealth Concepts LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew J Ross

Andrew J. Ross is a financial advisor with Integrated Wealth Concepts LLC. Andrew Ross has been in the financial services industry since 2008 and is a Certified Financial Planner. Andrew Ross provides investment advisory services to individuals, families, and businesses. Andrew Ross is also registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Andrew Ross 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Ross’s Registration & Firm History

MA

05/04/2018 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

10/04/2016 - 12/16/2021

LPL FINANCIAL LLC (WALTHAM MA)

MA

02/25/2014 - 10/20/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)

MA

09/30/2008 - 02/04/2014

DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)

Not sure if Andrew J Ross is right for you?

Licenses & Designations

IA

Issued 01/10/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Andrew J Ross. Review regulatory record here.
Not sure if Andrew J Ross is right for you?