Matthew Haddock
Investment adviser representative at Integrated Wealth Concepts LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Integrated Wealth Concepts LLCNov 2025 to now
- Commonwealth Financial NetworkSep 2024 to Nov 2025
- Innovative Wealth ManagersSep 2024 to Nov 2025
- United Capital Financial Advisors, LLCMar 2019 to Sep 2024
- Mid Atlantic Capital CorporationSep 2018 to Mar 2019
- Gaudreau Wealth New EnglandAug 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 6692031
- Firm CRD
- 284656