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Brett Carlin

Integrated Wealth Concepts LLC

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About Brett Carlin

Brett Carlin is an Investment Advisor Representative with Integrated Wealth Concepts LLC. Brett has been in the industry since June 2022, working in various roles at Interocean Capital, Henry + Horne Wealth Management, and most recently at Integrated Wealth Concepts LLC. Brett is also a registered Investment Advisor Representative in Massachusetts. Brett has a Series 65 license and specializes in providing financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Brett Carlin 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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Brett Carlin’s Registration & Firm History

AZ

09/06/2024 - Present

Integrated Wealth Concepts LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 03/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Carlin.
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