Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
3yrs
Sheldon Rosenberg
Financial advisor at Integrated Wealth Concepts
Sheldon Rosenberg has worked in the financial industry for 3 years and is a financial advisor based in Wellesley, Massachusetts. Sheldon joined Integrated Wealth Concepts in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Integrated Wealth Concepts reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office20 Walnut Street Suite 200, Wellesley, MA 02481
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2024 – nowIntegrated Wealth Concepts LLCCurrent firm
Questions to ask Sheldon
Tailored to Sheldon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Sheldon
How do I contact Sheldon?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Sheldon Rosenberg. Sheldon works from the Wellesley, MA office.
How long has Sheldon been a financial advisor?
Sheldon has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Sheldon hold?
No exams are listed on the official record.
Is Sheldon a fiduciary?
Sheldon is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sheldon paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sheldon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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