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 6 of 9

• Beltran Maroto TobiasCRD 8161373 · Boston, MA
  IA Registered
• Brian Jeffrey MatthewsCRD 6775938 · San Diego, CA
  IA Registered
• Timothy MccooleCRD 7359000 · Charlestown, MA
  IA RegisteredRegistration inactive
• Michael Thomas McdaidCRD 5665809 · Escondido, CA
  IA RegisteredRegistration inactive
• Tia Jay McnamaraCRD 6292592 · Charlestown, MA
  IA RegisteredRegistration inactive
• Christopher C. MedeirosCRD 7523170 · Cranston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Dustin V. MetcalfCRD 5800968 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Kristopher Desmarais MorinCRD 8134621 · Manchester, CT
  IA RegisteredBroker
• John Connor MurtaghCRD 7023915 · Boston, MA
  IA RegisteredRegistration inactive
• Ajay NarangCRD 7451273 · Salem, MA
  IA Registered
• Penny Gale NasiatkaCRD 1493369 · Southwick, MA
  IA RegisteredBroker
• David Ross NealCRD 4560637 · Manchester, CT
  IA RegisteredBroker
• Katherine NeilCRD 7959456 · Irvine, CA
  IA Registered
• Thomas Michael NemetCRD 4353834 · Hamden, CT
  IA RegisteredRegistration inactive
• Matthew David NevilleCRD 6359354 · Rockland, MA
  IA RegisteredBroker
• Guy Arnado NicioCRD 8051427 · Long Beach, CA
  IA Registered
• Megan Elizabeth NielsenCRD 5160764 · Escondido, CA
  IA RegisteredRegistration inactive
• Taylor Alexander NissiCRD 5188859 · Rye, NY
  IA RegisteredRegistration inactive
• Javin Takezo NoharaCRD 6833076 · Honolulu, HI
  IA RegisteredBroker
• Austin Lancer NoldCRD 5555767 · St. Joseph, MO
  IA RegisteredRegistration inactive
• Matthew Michael NordmannCRD 2420731 · East Lansing, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James David NortonCRD 4496197 · Lawrence, KS
  IA RegisteredRegistration inactive
• Christopher O'dayCRD 7815198 · Woburn, MA
  IA Registered
• Joseph Francis O'loughlinCRD 1317090 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Preston OsbournCRD 7834791 · Modesto, CA
  IA Registered
• Amy Meo OviedoCRD 2983606 · Manassas, VA
  IA RegisteredBroker
• Taylor A OrlandoCRD 6831599 · Waltham, MA
  IA RegisteredBroker
• Clark Archie PageCRD 5143897 · Rockland, MA
  IA RegisteredBroker
• John Phillips PaladinoCRD 4269416 · Carlsbad, CA
  IA RegisteredBroker
• Kevin Michael PalmieriCRD 2310421 · Glastonbury, CT
  IA RegisteredRegistration inactive
• Yelena PapiryanCRD 8026546 · Woodland Hills, CA
  IA Registered
• Mark P PaquinCRD 6279806 · Waltham, MA
  IA Registered
• Sara Elizabeth ParrishCRD 5668628 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey ParsellCRD 7863433 · Irvine, CA
  IA Registered
• Bruno C PassacantandoCRD 6134539 · Glastonbury, CT
  IA RegisteredBroker
• John Charles PastoreCRD 4103254 · Waltham, MA
  IA RegisteredBroker
• Martha M PayneCRD 4637311 · Waltham, MA
  IA RegisteredBroker
• Vanessa L PearsonCRD 3185627 · Huntington Beach, CA
  IA Registered
• Francis Joseph PedaceCRD 2463568 · La Jolla, CA
  IA Registered
  Disclosure event(s) on record
• Ronald Wayne PhillisCRD 2931332 · Pine Plains, NY
  IA Registered
• John S PiantedosiCRD 6475104 · Waltham, MA
  IA RegisteredRegistration inactive
• Thomas Michael PortentosoCRD 2776558 · Rockalnd, MA
  IA RegisteredBroker
• Jharid PrattCRD 7725986 · Windham, NH
  IA Registered
• Dennis James ProutCRD 1331443 · Traverse City, MI
  IA Registered
• Kenneth M. PumphreyCRD 5295617 · Severna Park, MD
  IA RegisteredBroker
• Robert J PearlCRD 7795905 · Charlestown, MA
  IA RegisteredRegistration inactive
• Kelly Ann PetersenCRD 6723891 · St. Joseph, MO
  IA RegisteredRegistration inactive
• Ashley E PlanteCRD 7196622 · Waltham, MA
  IA RegisteredBroker
• Nathaniel ProutCRD 7693520 · Traverse City, MI
  IA Registered
• Joseph Francis QuinnCRD 4259320 · Dover, NH
  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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.