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Todd Alan Bessey

Integrated Wealth Concepts LLC

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About Todd Alan Bessey

Todd Bessey is an Investment Advisor Representative at Integrated Wealth Concepts LLC, a Registered Investment Advisor firm. Todd holds a Series 7, 6, 31, and 65 and has been in the financial services industry since 1994. Todd has held prior roles at WINTRUST INVESTMENTS LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

Firm Information

Todd Bessey 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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Todd Bessey’s Registration & Firm History

MA

04/16/2021 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

IL

04/12/2004 - 04/20/2021

WINTRUST INVESTMENTS LLC (ALGONQUIN IL)

NY

02/19/1997 - 04/07/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

GA

12/07/1994 - 02/05/1997

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 04/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 03/13/1997

Series 7 - General Securities Representative Examination

BC

Issued 12/06/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Todd Alan Bessey. Review regulatory record here.
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