linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eugene David Stoeckly

Integrated Wealth Concepts LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eugene? Claim Your Profile

About Eugene David Stoeckly

Eugene Stoeckly is a financial advisor with over 15 years of experience in the industry. Eugene is currently registered with Integrated Wealth Concepts LLC. Eugene has held previous positions with UBS Financial Services and Morgan Stanley DW Inc. Eugene has a strong background in financial planning, portfolio management, and pension consulting. Eugene is committed to providing personalized financial advice to help clients achieve their financial goals. Eugene is a Series 7, Series 31, Series 66, and SIE licensed professional.

Firm Information

Eugene Stoeckly 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eugene Stoeckly’s Registration & Firm History

CA

02/03/2023 - Present

Integrated Wealth Concepts LLC (NEWPORT BEACH CA)

CA

03/02/2007 - 12/16/2021

UBS FINANCIAL SERVICES INC. (PASADENA CA)

CA

01/30/2004 - 03/07/2007

MORGAN STANLEY DW INC. (PASADENA CA)

Not sure if Eugene David Stoeckly is right for you?

Licenses & Designations

BOTH

Issued 04/08/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 01/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eugene David Stoeckly.
Not sure if Eugene David Stoeckly is right for you?