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Andrew Seymour Adil

Integrated Wealth Concepts LLC

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About Andrew Seymour Adil

Andrew Seymour Adil is a financial advisor who has been in the industry since 1991. Andrew is currently registered with Integrated Wealth Concepts LLC and is licensed in Connecticut. Previously, Andrew was a registered representative with LPL FINANCIAL LLC and Coburn & Meredith, INC. Andrew specializes in financial planning, portfolio management for individuals, and selection of other advisors. Andrew has a strong track record of helping clients reach their financial goals.

Firm Information

Andrew Adil 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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Andrew Adil’s Registration & Firm History

CT

07/12/2021 - Present

Integrated Wealth Concepts LLC (SOUTH WINDSOR CT)

CT

07/12/2021 - 03/20/2023

LPL FINANCIAL LLC (SOUTH WINDSOR CT)

CT

10/26/2017 - 07/12/2021

COBURN & MEREDITH, INC. (south windsor CT)

CT

03/25/2017 - 06/28/2017

MML INVESTORS SERVICES, LLC (GLASTONBURY CT)

CT

07/17/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)

CT

01/21/2014 - 04/06/2015

ALLSTATE FINANCIAL SERVICES, LLC (EAST HARTFORD CT)

CT

09/03/2013 - 12/19/2013

CETERA ADVISOR NETWORKS LLC (HARTFORD CT)

CT

11/19/1991 - 09/03/2013

TOWER SQUARE SECURITIES, INC. (GLASTONBURY CT)

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Licenses & Designations

BOTH

Issued 04/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2002

Series 7 - General Securities Representative Examination

BC

Issued 11/18/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Seymour Adil.
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