Bailey O'BRien Fielding

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

• 07/2023 → 09/2025
  Dakota Wealth, Llc
  Danvers, MA
• 10/2019 → 07/2023
  Dakota Tax Services Llc
  Boston, MA
• 01/2019 → 09/2019
  Apex Behavioral Health
  Boston, MA
• 06/2018 → 12/2018
  Innovative Care Partners
  Pittsfield, MA
• 05/2016 → 11/2018
  The Hampton Inn & Suites
  Lenox, MA
• 09/2014 → 05/2018
  Providence College
  Providence, RI
• 09/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2024-10-04 → 2025-09-22
  Dakota Wealth, Llc
  Danvers, MA
  Palm Beach Gardens, FL

Other Businesses

09/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/29/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-28