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Johnny Cordeiro

Integrated Wealth Concepts LLC

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About Johnny Cordeiro

Johnny Cordeiro is a Registered Representative with Integrated Wealth Concepts LLC. Johnny has been in the industry since July of 2008, and is a licensed professional in Massachusetts. The individual is a Certified Public Accountant, specializing in providing financial planning, pension consulting, and selection of other advisers. The individual's office is located at 1140 STATE ROAD in Westport, MA. Johnny is also a Principal at Fernandes & Charest P.C. in Westport, MA.

Firm Information

Johnny Cordeiro 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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Johnny Cordeiro’s Registration & Firm History

MA

10/09/2024 - Present

Integrated Wealth Concepts LLC (WESTPORT MA)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Johnny Cordeiro.
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