Samuel Tucker Scarpone
Investment adviser representative at Concorde Asset Management, LLC
10 yearsExperience
11 statesRegistered 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
10 years in the industry.
- Concorde Asset Management, LLCMay 2023 to now
- Concorde Investment ServicesFeb 2023 to now
- JP Morgan Securities LLCJun 2017 to Feb 2023
- J.P. Morgan Chase BankJul 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 11 states (AK, AZ, GA, IA, MA, MI, MT, OK, OR, TX, WA).
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
- 6821414
- Firm CRD
- 140367