Patrick Eaker
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.
Patrick Eaker is an investment adviser representative with Integrated Wealth Concepts LLC in Danbury, CT, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
- Broker:
3 states and territories
Connecticut, New York, Wyoming
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.
- LPL FinancialFeb 2025 – no end date reportedDanbury, CT
- Integrated Wealth Concepts LLCFeb 2025 – Dec 2025Danbury, CT
- SignpostJan 2017 – Oct 2017Denver, CO
- Insports CentersMay 2016 – Jan 2017Trumbull, CT
- Miller Environmental GroupNov 2023 – Feb 2025Stamford, CT
- Momentum SolarApr 2023 – Oct 2023East Berlin, CT
- New England Skyline BuildersNov 2019 – Apr 2023Stamford, CT
- UnemployedSep 2019 – Nov 2019Redding, CT
- Diversified BuildersJun 2019 – Sep 2019Redding, CT
- Entertainment Partners ServicesNov 2018 – Jun 2019Buirbank, CA
- ZocdocNov 2017 – Nov 2018New York, NY
- Integrated Wealth Concepts LLCDec 2025 – no end date reportedWaltham, MA
Official records & sources
Data as of August 9, 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. Patrick Eaker 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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