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Michael Steven Budd

Integrated Wealth Concepts LLC

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About Michael Steven Budd

Michael Steven Budd is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. Michael has been in the industry since 1975 and has a wide range of experience in financial services. Michael has held positions at several firms including Morgan Stanley, Citigroup Global Markets Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc.. Michael is also a registered Investment Advisor Representative in California and Texas.

Firm Information

Michael Budd 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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Michael Budd’s Registration & Firm History

CA

02/03/2023 - Present

Integrated Wealth Concepts LLC (COSTA MESA CA)

CA

06/01/2009 - 09/17/2013

MORGAN STANLEY (PASADENA CA)

HI

05/02/1994 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (KAMUELA HI)

NY

02/05/1987 - 05/04/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

02/24/1978 - 01/12/1987

DEAN WITTER REYNOLDS INC.

NA

09/02/1975 - 02/24/1978

DEAN WITTER & CO. INCORPORATED

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Licenses & Designations

IA

Issued 12/14/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/1982

Series 5 - Interest Rate Options Examination

BC

Issued 08/16/1975

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Steven Budd.
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