CONCORDIA WEALTH MANAGEMENT, LLC

CONCORD, Massachusetts·1 registered advisor·CRD# 164278
SEC# 801-778601(978) 371-7044
01

Firm Overview

AUM
$170M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CONCORDIA WEALTH MANAGEMENT, LLC

1 registered advisor
Robert Rodriguez
CONCORD, Massachusetts
05

Office Locations

CONCORD, Massachusetts
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CONCORDIA WEALTH MANAGEMENT, LLC (CRD# 164278) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.