Kathleen Lee Donnelly
Director Of Finance & AccountingIntegrated Wealth Concepts LLCCRD 5346736
About Kathleen Lee Donnelly
Kathleen Lee Donnelly is listed as Director Of Finance & Accounting at Integrated Wealth Concepts LLC in Waltham, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Integrated Wealth Concepts LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kathleen Lee Donnelly work?
Kathleen Lee Donnelly is listed as Director Of Finance & Accounting at Integrated Wealth Concepts LLC on SEC Form ADV.
How much of Integrated Wealth Concepts LLC does Kathleen Lee Donnelly own?
Form ADV reports a beneficial ownership band of Under 5%.
Integrated Wealth Concepts LLC
| Title | Director Of Finance & Accounting |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |