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Stephen Kolano

Integrated Wealth Concepts LLC

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About Stephen Kolano

Stephen Kolano is a financial advisor with Integrated Wealth Concepts LLC. Stephen has been in the industry since 2000. His areas of expertise include financial planning, pension consulting, and selection of other advisors. Stephen holds Series 7, Series 55 and Series 63 licenses. He is also a Chartered Financial Analyst. Prior to joining Integrated Wealth Concepts LLC, Stephen worked at BNY Mellon.

Firm Information

Stephen Kolano 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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Stephen Kolano’s Registration & Firm History

MA

06/21/2022 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

NY

05/01/2001 - 11/30/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/08/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

04/26/2000 - 01/05/2001

ROBERT FLEMING INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Kolano.
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