CONCORDIUS CAPITAL ADVISORS, LLC

CONCORDIUS CAPITAL ADVISORS
ST PETERSBURG, Florida·9 registered advisors·CRD# 142852
SEC# 801-67538813-642-6444
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at CONCORDIUS CAPITAL ADVISORS, LLC

9 registered advisors
Clifford Harland Wildes
ST PETERSBURG, Florida
Francis Patrick Davis
ORLANDO, Florida
James Mitchell Galiano
ORLANDO, Florida
Margaret Otoole Driscoll
BOCA RATON, Florida
Mark Ridgway Keramidas
ST PETERSBURG, Florida
Paul David Mcconville
BOCA RATON, Florida
Rhett Phillip Plotner
ORLANDO, Florida
Stephen Robert Newhouse
ORLANDO, Florida
William Floyd Grundy
BOCA RATON, Florida
05

Office Locations

ORLANDO, Florida
4 advisors
BOCA RATON, Florida
3 advisors
ST PETERSBURG, Florida
2 advisors

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Data sourced from SEC Form ADV filings. CONCORDIUS CAPITAL ADVISORS, LLC (CRD# 142852) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.