Adam Waitkevich, financial advisor Worcester MA

Adam Waitkevich

CRD Number: 4735172
Current Firm: Concord Wealth Partners

Adam Waitkevich (CRD# 4735172) is an Investment Advisor Representative working at Concord Wealth Partners in Worcester, MA and has over 19 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Concord Wealth Partners Worcester, MA Oct 2021 - Current 2
Coppertree, LLC Westborough, MA May 2011 - Current 12
Divorce Financial Solutions, LLC Westborough, MA Jan 2010 - Current 14
Triad Advisors, Inc. Norcross, GA Feb 2010 - Sep 2016 6
Triad Advisors, Inc. Norcross, GA Aug 2011 - Dec 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for Adam A. Waitkevich
Phone Number: 276-628-5910
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    694
    MILLIONS
  • Total Number of Accounts
    3,010
    ACCOUNTS
  • Average Account Value
    $230,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, DC, FL, MA, MD, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA, WV

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