Olivia Marie Mary
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 LLCJun 2026 to now
- LPL FinancialDec 2025 to now
- UnemployedApr 2025 to Dec 2025
- Waterloo CapitalSep 2022 to Apr 2025
- Il BruttoJul 2022 to Oct 2022
- Key BankNov 2018 to Jul 2022
- HiscoxJun 2018 to Aug 2018
- University of San FranciscoAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7720835
- Firm CRD
- 284656