Concord Atlantic, Inc.

Concord Atlantic, Inc. (CRD# 121820) is a financial advisory firm headquartered in , . They manage $120,000,000 in 170 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $705,882
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
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 Moroz, financial advisor Falls Church VA
Stephen E. Moroz
CRD#: 1960244
Falls Church, VA

Stephen Moroz (CRD# 1960244) is an Investment Advisor Representative working at Concord Atlantic, Inc. in Falls Church, VA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals