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Wheeler Maidrand Crowley

Integrated Wealth Concepts LLC

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About Wheeler Maidrand Crowley

Wheeler Maidrand Crowley is a registered investment advisor with Integrated Wealth Concepts LLC, with over 13 years of experience in the financial services industry. Wheeler has worked at both Ameriprise Financial Services, LLC and Wells Fargo Clearing Services, LLC. Wheeler is licensed in New Hampshire and Texas. Wheeler is a registered representative with the Series 7, Series 66, and SIE securities licenses. Wheeler specializes in providing financial planning and investment advice for individuals, businesses, and pension plans. Wheeler works with clients of all sizes, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Wheeler Crowley 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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Wheeler Crowley’s Registration & Firm History

NH

03/07/2024 - Present

Integrated Wealth Concepts LLC (PORTSMOUTH NH)

MA

03/31/2017 - 03/04/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Boston MA)

MA

06/28/2011 - 03/31/2017

WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 10/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wheeler Maidrand Crowley.
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