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Thomas Michael Portentoso

Integrated Wealth Concepts LLC

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About Thomas Michael Portentoso

Thomas Michael Portentoso is a financial advisor registered with Integrated Wealth Concepts LLC, an independent investment advisor firm. Thomas has been in the financial services industry since 1997. Thomas is also registered with LPL Financial, LLC. Thomas provides financial planning, investment advice, and pension consulting services to individual and institutional clients.

Firm Information

Thomas Portentoso 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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Thomas Portentoso’s Registration & Firm History

MA

10/04/2016 - Present

Integrated Wealth Concepts LLC (Rockalnd MA)

MA

12/06/2003 - 10/10/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (HINGHAM MA)

MA

12/06/2003 - 05/10/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (WALTHAM MA)

MA

07/10/2000 - 12/12/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

AZ

07/21/1998 - 06/15/2000

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NE

12/17/1996 - 06/10/1998

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

IA

Issued 12/08/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Michael Portentoso.
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