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Todd Nelson Troutner

Integrated Wealth Concepts LLC

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About Todd Nelson Troutner

Todd Nelson Troutner is an investment advisor representative who has been in the financial services industry for over 24 years. Todd has experience in the financial services industry working with a wide range of clients, including individuals, corporations, charitable organizations, and retirement plans. Todd currently works with Integrated Wealth Concepts LLC in Monrovia, California and also has a branch office in San Diego, California. Todd was previously with Laurel Wealth Advisors, Inc. and has also held previous positions with Morgan Stanley and Citigroup Global Markets Inc.

Firm Information

Todd Troutner 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 Troutner’s Registration & Firm History

CA

02/06/2023 - Present

Integrated Wealth Concepts LLC (MONROVIA CA)

CA

06/01/2009 - 09/26/2013

MORGAN STANLEY (PASADENA CA)

CA

03/17/1999 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (PASADENA CA)

NY

10/10/1994 - 12/15/1994

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/31/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Nelson Troutner.
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