David Grimaldi
David Grimaldi is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Glastonbury, CT, with 42 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
95 Glastonbury Boulevard, 3rd Floor, Suite 301, Glastonbury, CT, 06033
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Regulatory History (1)
Customer Dispute
January 1992Other Business ActivitiesSells Insurance
David sells non-variable insurance products, including disability, long-term care, life, and health insurance, dedicating about a quarter of his time to this activity. He also provides investment advisory services through Integrated Wealth Concepts, spending nearly all of his time on this.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Infinex Investments, INC.Broker
Chase Investment Services CORP.Broker
Robert Thomas Securities, INCBroker
Invest Financial CorporationBroker
Cigna Financial Advisors,inc.Broker
Cambridge-Newport Company, INC.Broker
Invest Financial CorporationBroker
Cigna Securities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.