Unclaimed Profile

Robert Rodriguez

CONCORDIA WEALTH MANAGEMENT, LLC·CONCORD, Massachusetts

Series 65Clean record20 years registeredCONCORDIA WEALTH MANAGEMENT, LLC

37 MAIN STREET, CONCORD, MA 01742CRD# 2051214Firm CRD# 164278

Profile Verification

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

Identity

Robert Rodriguez · CONCORD, MA

Registration

CRD #2051214 · CONCORDIA WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CONCORDIA WEALTH MANAGEMENT, LLC

Aug 2012 – present

FINACCESS ADVISORS, LLC

Feb 2010 – Aug 2012

CONCORD, MA

FINACCESS INTERNATIONAL, INC.

Feb 2006 – Feb 2010

CONCORD, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 7, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDIA WEALTH MANAGEMENT, LLC

CRD 164278 · SEC 801-77860

AUM

$170M

Regulatory assets under management

Employees

123 client accounts

Services offered by CONCORDIA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORDIA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Rodriguez offer?

Robert Rodriguez specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.

What are Robert Rodriguez's credentials?

Robert Rodriguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Rodriguez located?

Robert Rodriguez is based in CONCORD, Massachusetts, working with CONCORDIA WEALTH MANAGEMENT, LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Robert Rodriguez charge for services?

Robert Rodriguez'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 CONCORDIA WEALTH MANAGEMENT, LLC?

CONCORDIA WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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