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Erick Scott Conway

Integrated Wealth Concepts LLC

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About Erick Scott Conway

Erick Conway is an investment advisor representative with Integrated Wealth Concepts LLC. Erick is a Certified Financial Planner and has been in the industry for over 11 years. Erick's career has spanned several firms including Wells Fargo Clearing Services, LLC, Waddell & Reed, Inc., Laurel Wealth Advisors, Inc., and Von Berge Wealth Management Group, LLC. Erick's primary area of focus is providing financial planning and portfolio management services to individuals and businesses. Erick's firm, Integrated Wealth Concepts LLC, has an expansive client base and specializes in providing financial planning, pension consulting, and investment management for individuals, businesses, high-net-worth individuals, and pension plans.

Firm Information

Erick Conway 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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Erick Conway’s Registration & Firm History

CA

09/24/2024 - Present

Integrated Wealth Concepts LLC (SAN DIEGO CA)

CA

01/12/2012 - 05/09/2018

WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)

CA

06/29/2011 - 01/19/2012

WADDELL & REED, INC. (TORRANCE CA)

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Licenses & Designations

BOTH

Issued 07/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erick Scott Conway.
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