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Anthony Marotti

Integrated Wealth Concepts LLC

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About Anthony Marotti

Anthony Marotti is a Certified Financial Planner and Investment Advisor Representative with Integrated Wealth Concepts LLC based in Franklin Lakes, NJ. Anthony holds the Series 65 license and has been working in the industry since 2007. Anthony works with individuals, families, businesses and charitable organizations. Anthony focuses on financial planning, pension consulting, and selection of other advisers.

Firm Information

Anthony Marotti 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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Anthony Marotti’s Registration & Firm History

NJ

04/20/2020 - Present

Integrated Wealth Concepts LLC (Franklin Lakes NJ)

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Licenses & Designations

IA

Issued 04/25/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Marotti.
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