Bob Rebussini: Integrated Financial Advisor Faces $150K Complaint

Cranston, Rhode Island financial advisor Bob Rebussini (CRD# 1622141) has received multiple investor complaints alleging that his advice resulted in six-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker with LPL Financial and an investment advisor with Integrated Wealth Concepts, doing business as Integrated Financial Partners.

Mr. Rebussini’s BrokerCheck report discloses two investor complaints. The most recent, filed in February 2024, alleges that as a representative of Lincoln Financial Advisors, he recommended unsuitable oil and gas investments. The pending complaint alleges damages of $150,000.

An earlier investor complaint, filed in 2015, alleged that as a Lincoln Financial representative, he misrepresented and recommended unsuitable investments in real estate and oil and gas products. The complaint reached a settlement of $197,187.06. “Although the firm’s investigation found no evidence to support the client’s allegations,” reads a statement included with the complaint’s disclosure, “the investment amount less cash distributions was returned to the client.”

Integrated Financial Partners’ website includes a profile of Mr. Rebussini that describes his background and approach. “Bob’s philosophy is to keep his clients current on the latest strategies for producing reliable retirement income, minimizing estate taxes and structuring their investment portfolios based on goals and time horizons,” the profile states. “He has been featured in workshops and public seminars as a speaker and as an educational resource.”

According to the Financial Industry Regulatory Authority, Bob Rebussini holds 37 years of securities industry experience. Based in Cranston, Rhode Island, he has been a broker with LPL Financial and an investment advisor with Integrated Wealth Concepts since 2016. His past registrations include New England Securities, Veravest Investments, and Pruco Securities Corporation. His credentials include the passage of five securities industry qualifying exams: the Investment Company Products/Variable Contracts Representative Examination, or Series 6; the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Combined State Law Examination, or Series 66. He holds 22 state licenses. (Information current as of March 16, 2024.)

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