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Eugene William Stoeckly

Integrated Wealth Concepts LLC

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About Eugene William Stoeckly

Eugene William Stoeckly is a financial advisor with Integrated Wealth Concepts LLC. Eugene has over 35 years of experience in the financial services industry. Eugene is registered with the state of California. Eugene is a graduate of [Add College/University name if available from other data]. Eugene's specialties include retirement planning, estate planning, and investment management. Eugene has worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. prior to joining Integrated Wealth Concepts LLC.

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.

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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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Eugene Stoeckly’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (NEWPORT BEACH CA)

CA

03/02/2007 - 12/16/2021

UBS FINANCIAL SERVICES INC. (PASADENA CA)

CA

09/22/1987 - 03/05/2007

MORGAN STANLEY DW INC. (PASADENA CA)

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Licenses & Designations

BC

Issued 10/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/1988

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eugene William Stoeckly.
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