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Lianne Alyssa Castelli
CRD#: 6561339
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVENUE
SUITE 4010
WALTHAM, MA 02451
LPL FINANCIAL LLCCRD#: 6413 200 5TH AVE., SUITE 4010
WALTHAM, MA 02451
Registration History
201820192020202120222023202420252026IAINTEGRATED WEALTH CONCEPTS LLC (CRD# 284656)2023 - Present (1 year)BLPL FINANCIAL LLC (CRD# 6413)2018 - Present (6 years)
License(s)

State Registrations

B
Massachusetts 7/16/2018

IA
Massachusetts 5/31/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
200 5TH AVENUE SUITE 4010, WALTHAM, MA 02451
Registered with this firm since 5/31/2023

B
LPL FINANCIAL LLC (CRD#:6413)
200 5TH AVE., SUITE 4010, WALTHAM, MA 02451
CLINTON, MA
Registered with this firm since 3/26/2018

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B
Broker
IA
Investment Adviser
Disclosures
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