Alex Joseph Esposito
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
3 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
11 years in the industry.
- Integrated Wealth Concepts LLCJan 2025 to now
- Onedigital Investment Advisors LLCJun 2019 to Jan 2025
- Triad AdvisorsJun 2019 to Mar 2023
- Independent Capital ManagementJun 2017 to Jun 2019
- Sagepoint FinancialJun 2017 to Jun 2019
- Bing SurfboardsMay 2016 to Jan 2017
- Self-employedOct 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, 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
- 6812751
- Firm CRD
- 284656