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Zachary John Diskin

Integrated Wealth Concepts LLC

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About Zachary John Diskin

Zachary John Diskin is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Zachary has been in the financial services industry for a short period of time, starting his career in 2021 with Laurel Wealth Advisors. Zachary is registered as an Investment Advisor Representative in California and passed the Uniform Investment Adviser Law Examination in October of 2022. Zachary is currently located in Carlsbad, California and serves clients including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Integrated Wealth Concepts LLC is headquartered in Waltham, Massachusetts and is a registered investment advisor with assets under management of over 13 Billion dollars.

Firm Information

Zachary Diskin 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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Zachary Diskin’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (CARLSBAD CA)

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Licenses & Designations

IA

Issued 10/03/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary John Diskin.
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