Brian Tugend has been an investment adviser representative at Integrated Capital Management since November 2018, and is not listed among the firm’s executive officers or direct owners. Brian Tugend holds a Bachelor of Arts from Bloomsburg University and an MBA from Wilkes University.
Integrated Capital Management, Inc. is a Jessup, PA firm with $232M under management, 926 clients and 5 advisers in one office, as of its March 2026 filing.
Brian A. Tugend is Director of Operations at Integrated Capital Management, overseeing day-to-day operations and workflows. He manages operational processes, coordinates with custodians and service providers, supports portfolio implementation, and leads initiatives that improve efficiency, scalability and service. He works closely with colleagues across portfolio management, compliance, technology and business development.
- – present · 7 yearsJessup, PA · Adviser representative · Firm CRD 149489
Investment adviser representative registrations
Brian Tugend is registered as an investment adviser representative in Pennsylvania, since November 2018.
- PennsylvaniaSince 10 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Andrew Tugend
- CRD
- 7010783
- Firm
- Integrated Capital Management · CRD 149489
- Office
- THE TEKRIDGE CENTER, 50 ALBERIGI DRIVE, SUITE 114, Jessup, PA 18434
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- icm-invest.com
Where does Brian Tugend work?
Brian Tugend is an investment adviser representative registered through Integrated Capital Management, Inc. since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Brian Tugend a financial advisor?
Yes. Brian Tugend has a current investment-adviser registration in Pennsylvania, through Integrated Capital Management since November 2018.
How many years of experience does Brian Tugend have?
Brian Tugend has 7 years in the financial industry, since November 2018, across 1 adviser firm.
What exams has Brian Tugend passed?
Brian Tugend passed the Series 65 in November 2018.
Where is Brian Tugend based?
Brian Tugend’s registered office is in Jessup, PA.
Is Brian Tugend registered with FINRA?
No. Brian Tugend has no current broker registration.
How can I verify Brian Tugend’s record?
Search CRD 7010783 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Tugend’s full registration record.