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Joseph Anthony Fabiano

Investment Adviser Representative at Integrated Wealth Concepts LLC

Woburn, MACRD #4881105Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Joseph Anthony Fabiano is an investment adviser representative in Woburn, MA, currently registered with Integrated Wealth Concepts LLC and LPL Financial LLC. They have worked in the securities industry since 2004 and were previously registered with Capital Analysts. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Massachusetts.

Office

500 W Cummings Park, Suite 5650
Woburn, MA 01801

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
1 state or territory

Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/29/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/6/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrated Wealth Concepts LLCCurrent
11/24/2025 – Woburn, MA
LPL Financial LLCCurrent
8/18/2025 – Woburn, MA
Capital Analysts
8/22/2012 – 8/19/2025Braintree, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Kirkland Albrrecht & Frederickson
    Sep 1997 – Dec 2024Braintree, MA
  2. Lincoln Investment
    Jun 2012 – Jul 2025Braintree, MA
  3. LPL Financial
    Aug 2025 – no end date reportedWaltham, MA
  4. Integrated Wealth Concepts LLC
    Aug 2025 – no end date reportedWaltham, MA
  5. LGA, LLP
    Dec 2024 – no end date reportedWoburn, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrated Wealth Concepts LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
465
Offices listed on AdvisorFinder:
25
Main office:
Waltham, MA
SEC file number:
801-108179

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 3, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Anthony Fabiano has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Joseph Anthony Fabiano (Integrated Wealth Concepts)