Benjamin Ryan Orem
Investment adviser representative at Concorde Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 yearsFirm in business
Are you Benjamin Ryan Orem? Claim your profile
Contact this firm
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, LLCAug 2024 to now
- Concorde Investment ServicesJun 2023 to now
- First Republic Investment Management, IncMay 2023 to Jun 2023
- First Republic Securities Company, LLCSep 2021 to Jun 2023
- Conventus Holdings CorporationOct 2020 to Sep 2021
- DarktraceSep 2019 to Oct 2020
- UnemployedMay 2019 to Sep 2019
- Uc BerkeleyMay 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7661277
- Firm CRD
- 140367