Unclaimed Profile

Paul David Mcconville

AMS ADVISORS LLC·BOCA RATON, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredAMS ADVISORS LLC

5550 GLADES RD, BOCA RATON, FL 33431CRD# 1297350Firm CRD# 142852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul David Mcconville · BOCA RATON, FL

Registration

CRD #1297350 · AMS ADVISORS LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMS ADVISORS LLC

CAPITOL SECURITIES MANAGEMENT, INC.

Dec 2024 – Jan 2025

Boston, MA

IPI WEALTH MANAGEMENT, INC.

Mar 2013 – Jul 2022

SLEEPY HOLLOW, IL

AMS ADVISORS LLC

Dec 2011 – Jun 2012

BOCA RATON, FL

INFINITY CAPITAL MANAGEMENT LLC

Apr 2010 – Jan 2012

LANSING, MI

CLAYMORE ADVISORS, LLC

Jan 2007 – Nov 2008

LISLE, IL

PUTNAM INVESTMENT MANAGEMENT, LLC

Nov 2001 – Jan 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · November 19, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDIUS CAPITAL ADVISORS, LLC

CRD 142852 · SEC 801-67538

AUM

$32M

Regulatory assets under management

Employees

70 client accounts

Services offered by CONCORDIUS CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul David Mcconville offer?

Paul David Mcconville specializes in Investment Management, Wealth Management.

What are Paul David Mcconville's credentials?

Paul David Mcconville is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul David Mcconville located?

Paul David Mcconville is based in BOCA RATON, Florida, last registered with AMS ADVISORS LLC.

How does Paul David Mcconville charge for services?

Paul David Mcconville's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMS ADVISORS LLC?

AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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