Shania A Murray
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 LLCFeb 2024 to now
- Ameriprise Financial Services, LLCAug 2021 to Feb 2024
- Abcd Dorchester Head StartSep 2020 to Aug 2021
- Mgh Children's CenterJul 2020 to Sep 2020
- UnemployedJul 2019 to Jul 2020
- Head StartJun 2018 to Jun 2019
- Harts Turkey FarmMay 2016 to Aug 2017
- University of New HampshireAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7425347
- Firm CRD
- 284656