Alexander C Stuart
Investment adviser representative at Integrated Wealth Concepts LLC
15 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
15 years in the industry.
- Integrated Wealth Concepts LLCSep 2026 to now
- LPL Financial LLCApr 2025 to now
- UnemployedNov 2024 to Mar 2025
- Cantor Fitzgerald & CoNov 2022 to Nov 2024
- Cantor Fitzgerald Investment AdvisorsNov 2022 to Nov 2024
- Virtus Investment PartnersOct 2022 to Oct 2022
- Vp Distributors LLCOct 2022 to Oct 2022
- UnemployedJul 2022 to Sep 2022
- Precision Financial StrategiesDec 2020 to Jun 2022
- UnemployedNov 2020 to Nov 2020
- Invesco Distributors, Inc.May 2019 to Oct 2020
- OppenheimerfundsNov 2018 to Oct 2020
- Lord AbbettDec 2016 to Oct 2018
- AXA Distributors, LLCMay 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5754405
- Firm CRD
- 284656