Unclaimed Profile

Timothy Mark Witt

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 7, Series 16, Series 24, Series 31, Series 63, Series 65, Series 79TO, Series 86, Series 87Clean record15 years registeredCONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 2638442Firm CRD# 140367

Profile Verification

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

Identity

Timothy Mark Witt · LIVONIA, MI

Registration

CRD #2638442 · CONCORDE ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCORDE ASSET MANAGEMENT, LLC

DAI WEALTH, INC.

Sep 2021 – Aug 2022

Orlando, FL

CONCORDE ASSET MANAGEMENT, LLC

Jan 2015 – Sep 2021

LIVONIA, MI

MANAGED ASSET PORTFOLIOS, LLC

Feb 2011 – Jan 2015

ROCHESTER, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 24

Series 31

Series 63

Series 65

Series 79TO

Series 86

Series 87

Registration record

First registered · February 16, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDE ASSET MANAGEMENT, LLC

CRD 140367 · SEC 801-74519

AUM

$395M

Regulatory assets under management

Employees

2,510 client accounts

Services offered by CONCORDE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORDE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Mark Witt offer?

Timothy Mark Witt specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Mark Witt's credentials?

Timothy Mark Witt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Mark Witt located?

Timothy Mark Witt is based in LIVONIA, Michigan, last registered with CONCORDE ASSET MANAGEMENT, LLC.

How does Timothy Mark Witt charge for services?

Timothy Mark Witt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees from other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCORDE ASSET MANAGEMENT, LLC?

CONCORDE ASSET MANAGEMENT, LLC has approximately 82 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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