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Frank Stuart

Integrated Wealth Concepts LLC

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About Frank Stuart

Frank Stuart is a financial advisor at Integrated Wealth Concepts LLC. Frank has been in the industry since 2001. Frank is also registered as an Investment Advisor Representative with Integrated Wealth Concepts LLC. Frank offers financial planning, pension consulting, and portfolio management for both individuals and businesses. Frank's business is a hybrid model offering both brokerage and advisory services. Frank is licensed in 17 states. Frank has both Series 66 and Series 7 licenses.

Firm Information

Frank Stuart 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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Frank Stuart’s Registration & Firm History

NJ

09/20/2019 - Present

Integrated Wealth Concepts LLC (Manalapan NJ)

NJ

12/10/2003 - 09/19/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (MANALAPAN NJ)

IN

12/10/2003 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MA

07/19/2001 - 12/05/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BOTH

Issued 08/29/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Frank Stuart. Review regulatory record here.
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