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 7 of 9

• Sonya Richelle RankerCRD 6203107 · Tampa, FL
  IA RegisteredBroker
• Taylor Keith RankerCRD 1954114 · Tampa, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason William RankinCRD 3150388 · Modesto, CA
  IA RegisteredRegistration inactive
• Robert RebussiniCRD 1622141 · Cranston, RI
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Gerard RiceCRD 6144064 · Waltham, MA
  IA RegisteredBroker
• Hunter RichCRD 7829282 · St. Joseph, MO
  IA Registered
• Kenneth L RichardsonCRD 5722936 · Cranston, RI
  IA RegisteredBroker
• Marquis RichardsonCRD 8186265 · Gig Harbor, WA
  IA Registered
• Guy Pate RidoutCRD 4265577 · Gig Harbor, WA
  IA RegisteredRegistration inactive
• Timothy Harry RiisCRD 2401438 · San Diego, CA
  IA RegisteredBroker
• Donald Leroy RittenhouseCRD 400251 · Valley Center, CA
  IA Registered
• Joseph Peter Roberts JrCRD 2001179 · Wellesley, MA
  IA RegisteredBroker
• Andrew RobinsonCRD 8170268 · La Jolla, CA
  IA Registered
• Ryan RootCRD 7826012 · Modesto, CA
  IA Registered
• David Jonathan RootesCRD 1387628 · Tijuana
  IA Registered
• Sheldon RosenbergCRD 7872535 · Wellesley, MA
  IA Registered
• Andrew J RossCRD 5574651 · Waltham, MA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Maria T RossCRD 3023875 · Chesapeake, VA
  IA RegisteredBroker
• Emily RosterCRD 7968732 · Stratham, NH
  IA Registered
• Adam I RothbartCRD 6172624 · Portland, ME
  IA RegisteredBroker
• Erwin ReguindinCRD 7012356 · Gig Harbor, WA
  IA RegisteredRegistration inactive
• Kimberly Kay RehmeyerCRD 7499565 · Kingwood, TX
  IA Registered
• Joseph S SabelliCRD 4286033 · Lynnfield, MA
  IA RegisteredBroker
• Paul Anton SaganeyCRD 1596351 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa Miyako SakaiCRD 6016246 · San Diego, CA
  IA RegisteredRegistration inactive
• Peter Blake SalkinsCRD 4403211 · Waltham, MA
  IA RegisteredBroker
• Sharon Marie SantopadreCRD 2750701 · Algonquin, IL
  IA RegisteredRegistration inactive
• Brittney Jane SantosCRD 5763979 · Leominster, MA
  IA RegisteredBroker
• Nelson Nascimento SantosCRD 5218667 · Arlington, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ramona Maria SantosCRD 4141340 · Piseco, NY
  IA RegisteredRegistration inactive
• Jackleen SawirisCRD 7703003 · Woodland Hills, CA
  IA Registered
  Disclosure event(s) on record
• Christian Leroy SchankCRD 8114193 · Riverside, CA
  IA Registered
• Shelly Lynne SchellCRD 3031239 · Denver, CO
  IA RegisteredRegistration inactive
• Otto SchleinkoferCRD 7917182 · Berkley, MA
  IA Registered
• Susan Mae SchlindweinCRD 6848582 · Waltham, MA
  IA RegisteredBroker
• Luke James SchorkCRD 6843687 · Carlsbad, CA
  IA RegisteredBroker
• Erik Alan ScudderCRD 5150283 · Fairfax, VA
  IA RegisteredBroker
• Hani SharestanCRD 7865047 · Irvine, CA
  IA Registered
• Amy Lynne ShroffCRD 4037735 · Denver, CO
  IA RegisteredBroker
• Stanley August ShursonCRD 6055510 · San Diego, CA
  IA RegisteredRegistration inactive
• Andrew R SimpterCRD 4459040 · Waltham, MA
  IA RegisteredBroker
• Homer Scoville SmithCRD 4424221 · Gig Harbor, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jarrod SmithCRD 7883637 · Weymouth, MA
  IA Registered
• Jessica Leila SmithCRD 6167243 · Chapel Hill, TN
  IA RegisteredRegistration inactive
• Ronald Joseph SmithCRD 2838190 · Waltham, MA
  IA RegisteredBroker
• William Cole SmithCRD 5327357 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Murray SmootCRD 3263651 · Danbury, CT
  IA RegisteredBroker
• John Joseph SpaethCRD 431222 · Fort Meyers, FL
  IA RegisteredBroker
• Joshua Ross StarkCRD 4443816 · Fairfax, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Bradley Wade StewartCRD 6320794 · 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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.