Carson Stoltz
Investment adviser representative at Concorde Asset Management, LLC
15 yearsExperience
17 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
15 years in the industry.
- Concorde Asset Management, LLCOct 2022 to now
- Concorde Investment Services, LLCJun 2021 to now
- Clear Direction InvestmentsApr 2019 to now
- Findlay HondaJul 2018 to Jun 2019
- Professional StudentJan 2011 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 17 states (AZ, CA, CO, ID, IL, MI, NC, NM, NY, OH, OK, OR, PA, RI, SC, TX, VA).
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
- 7112535
- Firm CRD
- 140367