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Wen Tung Tsai

Integrated Wealth Concepts LLC

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About Wen Tung Tsai

Wen Tung Tsai is a registered investment advisor representative (IAR) currently working for Integrated Wealth Concepts LLC. Wen Tsai has been in the industry since 1978 and has worked with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nomura Securities International, Inc.. Wen Tsai is registered with the state of California and holds Series 63, Series 7, and SIE licenses. Wen Tsai's firm primarily manages assets for individuals, other investment advisors, pension and profit sharing plans, corporations, charitable organizations, and investment clubs. The firm focuses on providing financial planning, pension consulting, and portfolio management services.

Firm Information

Wen Tsai 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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Wen Tsai’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (PALOS VERDES ESTATES CA)

CA

03/19/1979 - 09/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)

NA

10/01/1978 - 04/05/1979

NOMURA SECURITIES INTERNATIONAL, INC.

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Licenses & Designations

BC

Issued 09/25/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1978

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wen Tung Tsai.
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