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Claudia Sabine Bressman

Integrated Wealth Concepts LLC

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About Claudia Sabine Bressman

Claudia Bressman is an investment advisor representative with Integrated Wealth Concepts LLC. Claudia has been in the industry since 2003, and has experience with LPL Financial LLC, First Command Financial Planning, Inc., and Wells Fargo Advisors, LLC. Claudia offers financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Claudia is registered with the state of Florida and Virginia, and has passed the Series 6, Series 63, Series 65 and SIE exams.

Firm Information

Claudia Bressman 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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Claudia Bressman’s Registration & Firm History

FL

04/26/2019 - Present

Integrated Wealth Concepts LLC (NAPLES FL)

VA

07/31/2014 - 11/16/2020

LPL FINANCIAL LLC (FAIRFAX VA)

VA

01/05/2010 - 08/01/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (FAIRFAX VA)

VA

04/14/2003 - 11/24/2009

WELLS FARGO ADVISORS, LLC (ARLINGTON VA)

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Licenses & Designations

IA

Issued 09/04/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Claudia Sabine Bressman.
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