Integrated Wealth Concepts LLC

Firm record

As recorded in SEC IAPD

Firm CRD

284656

SEC number

801-108179

Firm type

RIA

Assets under management

$18.9B as of Jun 16, 2026

Website

www.instagram.com/strongvalleywealth ↗

Phone

(781) 890-3045

Address

200 5th Avenue, Waltham, MA, 02451

Advisors at this firm

416 in our index · page 3 of 9

• Matthew Sean DonovanCRD 3259192 · Rockland, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• James Edmond DortchCRD 2424796 · Louisville, KY
  IA RegisteredBroker
• Daniel Thomas DuboisCRD 1468923 · Escondido, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Luke Thomas DuboisCRD 8196326 · Escondido, CA
  IA Registered
• Marc Aaron DangoraCRD 7529010 · Charlestown, MA
  IA RegisteredRegistration inactive
• Eric DanielCRD 7163061 · Gig Harbor, WA
  IA RegisteredRegistration inactive
• Chad DilisioCRD 7149048 · Waltham, MA
  IA RegisteredBroker
• Michael Lee DodgeCRD 6798572 · Honolulu, HI
  IA RegisteredBroker
• Samson DooleyCRD 7633429 · San Diego, CA
  IA Registered
• Courtney DunnellsCRD 6964692 · Charlestown, MA
  IA RegisteredRegistration inactive
• Adrian A DuranCRD 4539750 · San Diego, CA
  IA RegisteredBroker
• Avery E DwyerCRD 7298297 · Boston, MA
  IA Registered
• Craig EatonCRD 7700188 · North Andover, MA
  IA Registered
• Martin David EisensteinCRD 3115927 · Secaucas, NJ
  IA Registered
• Jake Edward EllisCRD 7257360 · Wichita, KS
  IA Registered
• Alex Joseph EspositoCRD 6812751 · Escondido, CA
  IA RegisteredRegistration inactive
• Vincent Michael EspositoCRD 2566788 · Guilford, CT
  IA Registered
• John. W ExnerCRD 4706319 · Alexandria, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick EakerCRD 8047783 · Danbury, CT
  IA RegisteredBroker
• Stephen Howard FabermanCRD 2572737 · Waltham, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Anthony FabianoCRD 4881105 · Woburn, MA
  IA RegisteredBroker
• Darren Michael FabricCRD 4277557 · Highland Park, IL
  IA RegisteredBroker
• Michael Scott FarmerCRD 4187890 · Worcester, MA
  IA RegisteredBroker
• Edward FazioCRD 7862395 · Irvine, CA
  IA Registered
• Donna FederCRD 8170257 · Woodland Hills, CA
  IA Registered
• Matthew Jerry FergusonCRD 6570060 · Gig Harbor, WA
  IA RegisteredBroker
• Christopher Michael FerrettiCRD 3111707 · Chesapeake, VA
  IA RegisteredBroker
• Freda Marie FiedlerCRD 7508235 · La Jolla, CA
  IA Registered
• Jeffrey Scott FieldsCRD 7908509 · Irvine, CA
  IA Registered
• Albert Gerald FilosaCRD 2732718 · Waltham, MA
  IA RegisteredRegistration inactive
• Sean Francis FlahertyCRD 1453378 · Boston, MA
  IA RegisteredBroker
• Christine FlandersCRD 2809398 · Nashua, NH
  IA Registered
• Laura Lee FlemingCRD 2199436 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Orion FlorenceCRD 2336277 · Waltham, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Anthony ForlenzaCRD 4086868 · San Diego, CA
  IA RegisteredRegistration inactive
• Debra FranksCRD 7977585 · Nashua, NH
  IA Registered
• Gregory Sumner FreemanCRD 5178528 · Worcester, MA
  IA RegisteredBroker
• Ashley G FerrettiCRD 7615087 · Chesapeake, VA
  IA RegisteredBroker
• Bailey O'brien FieldingCRD 7852649 · Boston, MA
  IA Registered
• Caitlyn E FramentCRD 5122579 · Waltham, MA
  IA RegisteredBroker
• Brandon Thomas FrancoCRD 6968179 · Boston, MA
  IA RegisteredRegistration inactive
• Peter Eliot GaideCRD 1103567 · Bennet, NE
  IA Registered
• Allison Golden GainesCRD 8149849 · Newton Upper Falls, MA
  IA Registered
• Peter Alan GainesCRD 710248 · Chatham, MA
  IA RegisteredBroker
• Edward James GayCRD 5305310 · Worcester, MA
  IA RegisteredBroker
• Howard Paul GerrinCRD 708440 · Waltham, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Derek GibsonCRD 8151878 · St Joseph, MO
  IA Registered
• Daniel Gerard GillilandCRD 2176841 · Fairfax, VA
  IA RegisteredBroker
• Thomas Amedio GonnellaCRD 4129918 · Denver, CO
  IA Registered
• Jon GonthierCRD 5623913 · Waltham, MA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.