Concord Atlantic, Inc.

Concord Atlantic, Inc. (CRD# 121820) is a financial advisory firm headquartered in , . They manage $37,900,369 in 121 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $313,226
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, MD, VA

Financial Advisors at Concord Atlantic, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen E. Moroz
CRD#: 1960244
Falls Church, VA
93
Wealthminder
score

Stephen Moroz (CRD# 1960244) is an Investment Advisor Representative working at Concord Atlantic, Inc. in Falls Church, VA and has over 26 years of experience in the finance industry.

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