Melissa Marin
Investment Adviser Representative at Integrated Wealth Concepts LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Melissa Marin is an investment adviser representative with Integrated Wealth Concepts LLC in Escondido, CA, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 10 firms, including Onedigital Investment Advisors and Manning Wealth Management, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JOHN Hancock Distributors LLCJul 2014 – Mar 2019Lake Forest Park, WA
- JOHN HancockMay 2014 – Mar 2019Chula Vista, CA
- Commonwealth Financial NetworkJul 2019 – Oct 2022Waltham, MA
- Manning Wealth Management, Inc.Mar 2019 – Jul 2019San Diego, CA
- Manning Wealth Management, Inc.Jul 2019 – Oct 2022San Diego, CA
- Commonwealth Financial NetworkMar 2019 – Jul 2019Waltham, MA
- Resources Investment Advisors, LLCOct 2022 – Jan 2025Overland Park, KS
- Triad Advisors, IncOct 2022 – Jan 2025Norcross, GA
- Integrated Wealth Concepts LLCJan 2025 – no end date reportedWaltham, 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
Client types the firm serves
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 profileOther advisors at Integrated Wealth Concepts LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Melissa Marin 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.
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