Melissa Marin
Investment adviser representative at Integrated Wealth Concepts LLC
12 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Integrated Wealth Concepts LLCJan 2025 to now
- Resources Investment Advisors, LLCOct 2022 to Jan 2025
- Triad Advisors, IncOct 2022 to Jan 2025
- Commonwealth Financial NetworkMar 2019 to Oct 2022
- Manning Wealth Management, Inc.Mar 2019 to Oct 2022
- John Hancock Distributors LLCJul 2014 to Mar 2019
- John HancockMay 2014 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4462234
- Firm CRD
- 284656