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Bruno C Passacantando

Integrated Wealth Concepts LLC

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About Bruno C Passacantando

Bruno Passacantando is a financial advisor with Integrated Wealth Concepts LLC. Bruno has been in the industry since July 2014 and is registered as an investment advisor representative in Connecticut. Bruno also has a Series 6 and Series 63 license. In addition to his role with Integrated Wealth Concepts LLC, Bruno is also involved with Integrated Financial Partners / DBA for LPL Business. Bruno provides a range of services including financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Bruno Passacantando 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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Bruno Passacantando’s Registration & Firm History

CT

03/09/2018 - Present

Integrated Wealth Concepts LLC (GLASTONBURY CT)

IN

08/02/2013 - 03/15/2017

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 01/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruno C Passacantando.
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