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RIA / WealthAdvisor22 years in industry

ANDREW SEYMOUR ADIL

Advisor at INTEGRATED WEALTH CONCEPTS LLC

SOUTH WINDSOR, CT

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Search this name across graphsid dfx:ria:3f8f2dff-b17f-9e8a-7abf-51e4e96e9954

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRATED WEALTH CONCEPTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 7, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 7, 2004
First registration: Apr 23, 2004
Dual registered: no
Other names: ANDREWS S ADIL
IAPD individual key: 2093525

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Jul 12, 2021	n/a	yes	SOUTH WINDSOR, CT	Current employment
COBURN & MEREDITH, INC.	Former SEC adviser	Oct 26, 2017	Jul 12, 2021	no	south windsor, CT\|SIMSBURY, CT	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Jun 28, 2017	no	GLASTONBURY, CT	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 30, 2015	Mar 25, 2017	no	GLASTONBURY, CT	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Jan 21, 2014	Apr 6, 2015	no	EAST HARTFORD, CT	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Sep 3, 2013	Dec 19, 2013	no	HARTFORD, CT\|HARTFORD, CT	Previous registration
TOWER SQUARE SECURITIES, INC.	Former SEC adviser	Apr 23, 2004	Sep 3, 2013	no	HARTFORD, CT\|HARTFORD, CT\|GLASTONBURY, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COBURN & MEREDITH, INC.	INTEGRATED WEALTH CONCEPTS LLC	Jul 12, 2021	Jul 12, 2021	0	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	COBURN & MEREDITH, INC.	Jun 28, 2017	Oct 26, 2017	120	Firm change	Other
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
ALLSTATE FINANCIAL ADVISORS, LLC	MSI FINANCIAL SERVICES, INC.	Apr 6, 2015	Sep 30, 2015	177	Firm change	Other
CETERA ADVISOR NETWORKS LLC	ALLSTATE FINANCIAL ADVISORS, LLC	Dec 19, 2013	Jan 21, 2014	33	Firm change	Other
TOWER SQUARE SECURITIES, INC.	CETERA ADVISOR NETWORKS LLC	Sep 3, 2013	Sep 3, 2013	0	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
164:284656:CT:2021-07-12	Jul 12, 2021	Jul 12, 2021	SIMSBURY, CT	Firm change

Relationships

Registered with (7)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Jul 12, 2021 to presentfactForm ADV
→ COBURN & MEREDITH, INC.Registered adviserregistration: previous registration
Oct 26, 2017 to Jul 12, 2021factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Jun 28, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 30, 2015 to Mar 25, 2017factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 21, 2014 to Apr 6, 2015factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Sep 3, 2013 to Dec 19, 2013factForm ADV
→ TOWER SQUARE SECURITIES, INC.Registered adviserregistration: previous registration
Apr 23, 2004 to Sep 3, 2013factForm ADV

Dated events

No dated event names this entity yet.