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William Robertson Whitney

Integrated Wealth Concepts LLC

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About William Robertson Whitney

William Robertson Whitney is an investment advisor representative with Integrated Wealth Concepts LLC. William is registered with the state of Massachusetts. He has a background in financial services, with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and State Street Corporation. William is also registered with the state of Massachusetts as an investment advisor representative. He holds the Series 7TO, SIE, and Series 66 licenses. William's firm, Integrated Wealth Concepts LLC, is based in Waltham, Massachusetts, and provides investment advisory services to individuals, businesses, and charitable organizations.

Firm Information

William Whitney 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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William Whitney’s Registration & Firm History

MA

06/18/2024 - Present

Integrated Wealth Concepts LLC (WALTHAM MA)

MA

11/14/2022 - 04/22/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/12/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Robertson Whitney.
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