Cheryl Guinan

Current Employers

Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED_RES	2025-07-08

MA RA
APPROVED_RES

Since 2025-07-08

Branch Locations

61 East Main Street Suite 3, Norton, MA 02766 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Guinan & Associates, Cpa	East Falmouth	MA	04/1995	Present
Integrated Wealth Concepts Llc	Waltham	MA	06/2025	Present

04/1995 → Present

Guinan & Associates, Cpa

East Falmouth, MA
06/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA

Other Businesses

04/1995 - GUINAN & ASSOCIATES - CPA FIRM - PARTNER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 06/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GUINAN WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 06/2025 - 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Other Firms

Other Investors

Other Offices

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