Zachary Cole
Investment adviser representative at Integrated Wealth Concepts LLC
11 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
11 years in the industry.
- Integrated Wealth Concepts LLCApr 2025 to now
- UnderscoreApr 2025 to now
- SixteenthNov 2022 to Mar 2025
- WhalarNov 2022 to Mar 2025
- SlashAug 2019 to Nov 2022
- Select Management GroupAug 2018 to Jul 2019
- GolinAug 2015 to Jul 2018
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8077614
- Firm CRD
- 284656