Adam Anthony Waitkevich
Investment adviser representative at Concord Wealth Partners
16 yearsExperience
1 stateRegistered in
$1.1BFirm assets
12 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Concord Wealth PartnersOct 2021 to now
- Coppertree, LLCMay 2011 to now
- Divorce Financial Solutions, LLCJan 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (MA).
Concord Wealth Partners
$1.1BAssets managed
1,274Clients
9Advisers
12 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
- 4735172
- Firm CRD
- 118643