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William Weijen Tsai

Integrated Wealth Concepts LLC

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About William Weijen Tsai

William Tsai is a registered investment advisor representative with Integrated Wealth Concepts LLC. William has been in the securities industry since 1987. William has a Series 65 license, and has experience with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Previously, William worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is also a registered investment advisor representative in California.

Firm Information

William 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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William Tsai’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (PALOS VERDES ESTATES CA)

CA

09/22/1987 - 09/22/2016

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

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Licenses & Designations

IA

Issued 06/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/1987

Series 3 - National Commodity Futures Examination

BC

Issued 09/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Weijen Tsai.
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