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Colby Dobrusin

Integrated Wealth Concepts LLC

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About Colby Dobrusin

Colby Dobrusin is a financial advisor with Integrated Wealth Concepts LLC in WALTHAM, MA. Colby has 1 year of experience in the financial services industry. Colby has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Colby specializes in providing financial planning, pension consulting, and investment management services to individuals and businesses. Colby's firm, Integrated Wealth Concepts LLC, is a registered investment advisor with approximately 13.5 billion dollars in regulatory assets under management. Colby is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Colby Dobrusin 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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Colby Dobrusin’s Registration & Firm History

MA

12/07/2021 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

10/27/2018 - 12/05/2019

AMERIPRISE FINANCIAL SERVICES, INC. (Middleton MA)

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Licenses & Designations

BOTH

Issued 11/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colby Dobrusin.
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