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You have options when it comes to the custodians you use and the investment vehicles you choose. Our custodians include: 

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About Charles Schwab

Schwab Advisor Services, a division of Charles Schwab & Co., Inc., acts as a qualified custodian offering trade clearing and custody services for our clients. Schwab has been providing these services to RIA firms for over 30 years.

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About Fidelity

Fidelity Institutional®, a division of Fidelity Investments, acts as a qualified custodian offering trade clearing and custody services for our clients. Fidelity has been providing these services to RIA firms for over 20 years.

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About LPL

LPL is the nation’s largest independent broker-dealer*, one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA.

The firm’s mission is rooted in the belief that professional financial guidance is a fundamental need for everyone.  LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

Jon Sudkin

Private Wealth Advisor

200 Fifth Avenue, Suite 4010
Waltham, MA 02451


Securities offered through LPL Financial, Member www.FINRA.org www.SIPC.org. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial.

 

Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Jon Sudkin CA Insurance #0C35903


Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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