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Phylyp Arthur Wagner

Integrated Wealth Concepts LLC

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About Phylyp Arthur Wagner

Phylyp Wagner is an investment advisor representative with over 40 years of experience in the financial services industry. Phylyp is currently registered with Integrated Wealth Concepts LLC, an independent Registered Investment Advisor. Phylyp specializes in providing financial planning and portfolio management services to individuals, families, and businesses.

Firm Information

Phylyp Wagner 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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Phylyp Wagner’s Registration & Firm History

VA

12/21/2021 - Present

Integrated Wealth Concepts LLC (FAIRFAX VA)

VA

04/09/1991 - 12/20/2021

GROVE POINT INVESTMENTS, LLC (MCLEAN VA)

CA

06/26/1989 - 03/22/1991

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

TX

05/16/1986 - 06/17/1989

KAVANAUGH SECURITIES, INC. (DALLAS TX)

NA

06/22/1981 - 01/10/1986

CARDELL & ASSOCIATES, INCORPORATED

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Licenses & Designations

IA

Issued 04/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/19/1981

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Phylyp Arthur Wagner. Review regulatory record here.
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