Edward Joseph Zywien

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

• 06/2003 → 09/2016
  Triad Advisors, Inc.
  Norcross, GA
• 03/2011 → Present
  Coppertree, Llc
  Shrewsbury, MA
• 10/2021 → Present
  Concord Wealth Partners
  Worcester, MA

Previous Registrations

• 2015-06-09 → 2021-12-31
  Coppertree®, Llc
  Worcester, MA
• 2005-02-28 → 2015-12-02
  Triad Advisors Llc
  Newton, MA
  Grafton, MA
  Westborough, MA

Other Businesses

Insurance Sales - Implemented through the individual appx 3 hours a week during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-25
• S63 Uniform Securities Agent State Law Examination
  1983-04-13