Concordia Wealth Management, LLC

Concordia Wealth Management, LLC (CRD# 164278) is a financial advisory firm headquartered in Concord, MA. They manage $170,427,780 in 123 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

37 Main Street, Suite 1, Concord, MA 01742

By the Numbers

Total Assets Under Management

170

MILLION
Total Number of Accounts

123

ACCOUNTS
Average Account Value

$1,385,592

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MA, NY, TX

Financial Advisors at Concordia Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

James P. Daron

CRD#: 6424663

37 Main Street, Suite 1, Concord, MA 01742

James Daron (CRD# 6424663) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 9 years of experience in the finance industry.

Robert Rodriguez

CRD#: 2051214

37 Main Street, Suite 1, Concord, MA 01742

Robert Rodriguez (CRD# 2051214) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 18 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.

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