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 4 of 9

• Russell Scott GormanCRD 4135156 · Lenox, MA
  IA RegisteredRegistration inactive
• Maxwell GraberCRD 7536688 · Gig Harbor, WA
  IA Registered
• Michael Campbell GraneyCRD 4046453 · Carlsbad, CA
  IA Registered
• Robert James GreulichCRD 7675848 · Montville, NJ
  IA Registered
• David Charles GrimaldiCRD 1079358 · Glastonbury, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Ian GrimblebyCRD 7825445 · Modesto, CA
  IA Registered
• Edwin Cooper GriswoldCRD 2728552 · Brewster, NY
  IA RegisteredBroker
• Michael Sal GuarnieriCRD 2547017 · Tappan, NY
  IA Registered
• Cheryl GuinanCRD 8125803 · Norton, MA
  IA Registered
• Kevin GuinanCRD 8125815 · Norton, MA
  IA Registered
• Kimberly Noel GernCRD 7246290 · San Diego, CA
  IA RegisteredBroker
• Hubert Priest GriffinCRD 7553990 · Louisville, KY
  IA RegisteredBroker
• Jennifer HaddadCRD 7868222 · Irvine, CA
  IA Registered
• Matthew HaddockCRD 6692031 · Manchester, CT
  IA Registered
• Michael Sean HaigCRD 2517717 · Carlsbad, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Garrett Jon HallCRD 6369621 · Naperville, IL
  IA RegisteredRegistration inactive
• Joe HallCRD 1525923 · Naperville, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Larry Richard HancockCRD 1514911 · East Wenatchee, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Hunter Wayne HargravesCRD 3207911 · Houston, TX
  IA RegisteredRegistration inactive
• John H HarringtonCRD 2495884 · Danbury, CT
  IA RegisteredBroker
• James Alan HaugCRD 5605947 · San Diego, CA
  IA RegisteredRegistration inactive
• Robert Brian HendersonCRD 7844124 · Irvine, CA
  IA Registered
• George Martin HenryCRD 5436560 · South Windsor, CT
  IA Registered
• Derek HessCRD 8027198 · La Jolla, CA
  IA Registered
• Joshua Paul HillCRD 6412362 · Prairie Village, KS
  IA RegisteredRegistration inactive
• Erica Leeann HinrichsCRD 4688478 · Westminster, CO
  IA RegisteredRegistration inactive
• Benjamin James HodgeCRD 5558821 · Escondido, CA
  IA RegisteredRegistration inactive
• Craig Joseph HorvathCRD 2818558 · Joliet, IL
  IA RegisteredBroker
• R. Jason HorwitzCRD 4288050 · Rockland, MA
  IA RegisteredBroker
• Bradley Ronald HoweCRD 5857336 · Fairfax, VA
  IA RegisteredBroker
• Kelly Sarson HudakCRD 4808236 · Charlestown, MA
  IA RegisteredRegistration inactive
• Richard HuffmanCRD 7868203 · Irvine, CA
  IA Registered
• Alexis HundleyCRD 8241609 · Redlands, CA
  IA Registered
• David Roger HuntCRD 1856105 · Greenville, NC
  IA RegisteredRegistration inactive
• Jordan Keith HuntoonCRD 8197678 · Warwick, RI
  IA Registered
• Lincoln Ryder HurneyCRD 7654213 · Waltham, MA
  IA Registered
• Fazal HussainCRD 7956578 · Concord, MA
  IA Registered
• Gregory P HillCRD 2989033 · Lawrence, KS
  IA RegisteredRegistration inactive
• Robert Bryant HoughCRD 7735413 · Greenville, NC
  IA Registered
• Christopher Ryan HouseCRD 7528698 · Greenville, NC
  IA Registered
• Jordan Shoji IwasakiCRD 7859776 · Honolulu, HI
  IA RegisteredBroker
• Gulsanga JalawanCRD 4122740 · Arlington, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rosa JardimCRD 7809383 · New Bedford, MA
  IA Registered
• Michele Blazevich JohnsonCRD 8208909 · Norwalk, CT
  IA Registered
• Jane Marie Johnson SimmonsCRD 7825995 · Modesto, CA
  IA Registered
• Daniel JacksonCRD 7792033 · Gig Harbor, WA
  IA Registered
• Mark Irwin KarnesCRD 6107315 · Wawick, RI
  IA RegisteredBroker
• Nune KhachatiranCRD 7993014 · Belmont, MA
  IA Registered
• Thomas KimCRD 8223172 · Irvine, CA
  IA Registered
• David KlineCRD 5752054 · Waltham, MA
  IA RegisteredRegistration inactive

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.