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Douglas Fairchild Bradley

Integrated Wealth Concepts LLC

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About Douglas Fairchild Bradley

Douglas Fairchild Bradley is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Douglas has been in the financial services industry for 25 years and specializes in providing financial planning services to individuals, families, and businesses. Douglas has a strong track record of success in helping clients achieve their financial goals. Douglas is a Series 65, Series 63, and Series 7 license holder.

Firm Information

Douglas Bradley 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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Douglas Bradley’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (LA JOLLA CA)

CA

12/05/2008 - 02/27/2017

UBS FINANCIAL SERVICES INC. (LA JOLLA CA)

CA

03/07/1997 - 12/10/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)

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Licenses & Designations

IA

Issued 10/17/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Douglas Fairchild Bradley. Review regulatory record here.
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