Robert J Pearl
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23.6BFirm assets
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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 LLCMay 2026 to now
- Ameriprise Financial Services, LLCAug 2023 to May 2026
- AptivJun 2022 to Aug 2022
- Bowdoin CollegeSep 2019 to May 2023
- Dexter SouthfieldSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7795905
- Firm CRD
- 284656