Shaun Wolcott

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

• 05/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 11/2005 → Present
  Connolly, Switaj, Fogler & Co Llp
  Holmdel, NJ

Other Businesses

11/2005 - CONNOLLY, SWITAJ, FOGLER & CO LLP - CPA - NON-INV RELATED - AT REPORTED LOCATION(S) - START DATE 11/2005 - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-14