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Taylor A Orlando

Integrated Wealth Concepts LLC

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About Taylor A Orlando

Taylor A. Orlando is a registered representative with Integrated Wealth Concepts LLC. Taylor Orlando has been in the financial services industry since 2017 and has a strong background in providing investment advice. Taylor Orlando has passed the Series 7, Series 63, Series 66 and SIE exams and is licensed in Massachusetts. Integrated Wealth Concepts LLC is an independent investment advisor firm with a focus on providing personalized financial planning and investment management services to individuals, families, and businesses. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.

Firm Information

Taylor Orlando 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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Taylor Orlando’s Registration & Firm History

MA

04/05/2022 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

AZ

08/02/2018 - 11/15/2021

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

08/14/2017 - 07/25/2018

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor A Orlando.
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