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Francis Joseph Pedace

Integrated Wealth Concepts LLC

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About Francis Joseph Pedace

Francis Joseph Pedace, Jr. is a financial professional with over 25 years of experience in the financial services industry. Francis Joseph Pedace, Jr. is currently registered with Integrated Wealth Concepts LLC. Prior to that, Francis Joseph Pedace, Jr. was registered with Morgan Stanley and Citigroup Global Markets Inc.. Francis Joseph Pedace, Jr. is a Certified Financial Planner and holds Series 3, 7, 63 and 65 licenses. Francis Joseph Pedace, Jr. specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Francis Joseph Pedace, Jr. is committed to providing his clients with the highest level of service and expertise.

Firm Information

Francis Pedace 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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Francis Pedace’s Registration & Firm History

CA

01/10/2025 - Present

Integrated Wealth Concepts LLC (LA JOLLA CA)

CA

06/01/2009 - 06/13/2013

MORGAN STANLEY (LA JOLLA CA)

CA

04/05/1994 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)

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Licenses & Designations

IA

Issued 04/26/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1994

Series 3 - National Commodity Futures Examination

BC

Issued 04/04/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Joseph Pedace.
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