Allison Golden Gaines

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 09/2023 → Present
  Gaines Deluca Cpa Llc
  Newton Upper Falls, MA
• 07/2019 → 08/2023
  Samet & Company Pc
  Chestnut Hill, MA
• 01/2015 → 06/2019
  Blum Shapiro & Company Pc
  Quincy, MA

Other Businesses

09/2023 - GAINES DELUCA CPA LLC - PARTNER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS