Eric Barbarita
Investment adviser representative at Concorde Asset Management, LLC
12 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
12 years in the industry.
- Concorde Asset Management, LLCDec 2025 to now
- Concorde Investment ServicesSep 2022 to now
- Eric Barbarita, Sole ProprietorJan 2019 to now
- Concorde Asset ManagementMay 2023 to Jan 2025
- Bangerter Financial Services, Inc.Nov 2022 to Dec 2025
- UnemployedFeb 2017 to Jun 2019
- Eric Barbarita, Sole ProprietorFeb 2014 to Jan 2017
- Eb Vip Transit LLCJan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5862460
- Firm CRD
- 140367