TrueAdvisor
TrueAdvisor
TN
CFP
TN
CFP

Taylor Nissi

Integrated Wealth Concepts LLC
11 Years of Experience
Rye, NY
Sells Insurance
View SEC Summary
View SEC Summary

Taylor Nissi is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Rye, NY, with 11 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 29,848 clients with $24B in assets under management.

Integrated Wealth Concepts LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,848 clients
Average Client Portfolio
$790K average
Assets Under Management
$23.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees range up to 2.25% depending on the size of the relationship and service complexity. Certain wrap fee program tiers feature lower asset-based rates ranging from 0.15% to 0.30%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

80 Theodore Fremd Avenue, Rye, NY, 10580

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Taylor sells fixed insurance as an agent since 2018. This activity takes minimal time.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
July 2026 - Present · 3 mos
Previous Registrations
Farther
June 2024 - July 2026 · 2 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
November 2018 - June 2024 · 5 yrs 7 mos
M. S. Howells & CO.Broker
June 2018 - October 2018 · 4 mos
Pleasant Street Wealth Advisors, LLC
April 2018 - September 2024 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2015 - April 2018 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
December 2014 - April 2018 · 3 yrs 4 mos
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
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