Best Investors Account Sign in
Inactive

James Patrick Daron

Concordia Wealth Management, LLC

Chelmsford, MA

Concord, MA

CRD 6424663

Claim This Profile
Employer firm

Concordia Wealth Management, LLC CRD 164278

$197M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FAMILY OFFICE SERVICES

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

Current Employers
Concordia Wealth Management, Llc

37 Main Street Suite 1, Concord, MA 01742 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-03
MA RA APPROVED 2015-03-09
  • TX RA
    APPROVED_RES
    Since 2020-11-03
  • MA RA
    APPROVED
    Since 2015-03-09

Branch Locations

Chelmsford, MA • United States

37 Main Street Suite 1, Concord, MA 01742 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Concordia Wealth Management, Llc Concord MA 09/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-07
  • S65 Uniform Investment Adviser Law Examination
    2015-03-07

View on SEC IAPD

More in Chelmsford, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor