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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

TitleDirector Of Finance & Accounting
OwnershipUnder 5%
Control personYes
Since2017
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