Adam Anthony Waitkevich

Employer firm

Concord Wealth Partners CRD 118643

$1.07B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 09/2016
  Triad Advisors, Inc.
  Norcross, GA
• 05/2011 → Present
  Coppertree, Llc
  Westborough, MA
• 01/2010 → Present
  Divorce Financial Solutions, Llc
  Westborough, MA
• 10/2021 → Present
  Concord Wealth Partners
  Worcester, MA

Previous Registrations

• 2015-05-04 → 2021-12-31
  Coppertree®, Llc
  Worcester, MA
• 2011-08-19 → 2015-12-02
  Triad Advisors Llc
  Newton, MA
  Westborough, MA
• 2010-11-01 → 2011-08-19
  Smith Wb Financial Group
  Grafton, MA
• 2009-06-01 → 2010-02-19
  Morgan Stanley
  Worcester, MA
• 2007-10-05 → 2009-06-01
  Morgan Stanley & Co. Llc
  Worcester, MA

Other Businesses

BOARD MEMBER ON KEVIN YOUKILIS HITS FOR KIDS- 2 HRS/MO, NON FINANCIAL, VOLUNTEER AND COMMITTEE WORK PRINCIPAL OWNER DIVORCE FINANCIAL SOLUTIONS, LLC, PROVIDE DIVORCING COUPLES W/ FORECASTING REPORTS AND INFO PERTAINING TO THE DIVISION OF MARITAL ASSETS,ALIMONY AND CHILD CARE

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-11
• S63 Uniform Securities Agent State Law Examination
  2004-05-03

Other Names

• Adam Anthoney Waitkevich
• Adam Anthoney Waitkevich