Marc Harold Slavny
Investment adviser representative at Concorde Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Concorde Asset Management, LLCJul 2026 to now
- Concorde Investment Services, LLCOct 2022 to now
- Concorde Asset Management, LLCFeb 2023 to Oct 2023
- Alexander Capital, L.P.Aug 2020 to Oct 2022
- Capital Square Realty AdvisorsJun 2020 to Apr 2022
- Centaurus Financial Inc.Mar 2018 to Jul 2020
- Cetera Investment AdvisersOct 2015 to Nov 2017
- Summit Brokerage ServicesOct 2015 to Nov 2017
- S & M Realty, LLCMar 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2515906
- Firm CRD
- 140367