John Andre De carvalho
Investment adviser representative at Integrated Wealth Concepts LLC
12 yearsExperience
3 statesRegistered in
CFADesignation
$23.6BFirm assets
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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 LLCApr 2026 to now
- Private Asset ManagementNov 2024 to Apr 2026
- Clear Coast PartnersNov 2023 to Oct 2024
- Parcion Private WealthMay 2020 to Nov 2023
- UnemployedAug 2019 to May 2020
- Perkins Coie LLPSep 2018 to Jul 2019
- UnemployedMar 2018 to Aug 2018
- Moss Adams Wealth Advisors LLCFeb 2014 to Feb 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WA).
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
- 5113789
- Firm CRD
- 284656