Matthew W. Navarre
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, LLCMar 2018 to now
- Concorde Investment Services, LLCMar 2018 to now
- Integrated Financial Resources IncMar 2018 to Apr 2023
- Deverna Wealth ManagementJun 2017 to Jan 2018
- Ameritas Investment CorpMay 2017 to Jan 2018
- TIAAMar 2013 to Apr 2017
- TIAA-CREF Individual & Institutional Services, LLCMar 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5508703
- Firm CRD
- 140367