Edward Zywien, financial advisor Abingdon VA

Edward Zywien

CRD Number: 1081139
Current Firm: Concord Wealth Partners

Edward Zywien (CRD# 1081139) is an Investment Advisor Representative working at Concord Wealth Partners in Abingdon, VA and has over 40 years of experience in the finance industry.

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Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Concord Wealth Partners Worcester, MA Oct 2021 - Current 2
Coppertree, LLC Shrewsbury, MA Mar 2011 - Current 13
Triad Advisors, Inc. Norcross, GA Jun 2003 - Sep 2016 13
Triad Advisors, Inc. Norcross, GA Feb 2005 - Dec 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Feb 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edward J. Zywien
Phone Number: 276-628-5910
Registered State(s):
  • MA
  • TX
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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