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Adam Anthony Waitkevich

Concord Wealth Partners

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About Adam Anthony Waitkevich

Adam Anthony Waitkevich is a financial advisor with Concord Wealth Partners. Adam has been in the financial services industry since 2004, and has a wide range of experience in both investment and financial planning services. Adam holds a Series 7, Series 31, and Series 65 licenses, as well as a Series 63 license. Adam is also a principal owner of Divorce Financial Solutions, LLC, where Adam provides divorce counseling to couples.

Firm Information

Adam Waitkevich is currently registered with Concord Wealth Partners. Concord Wealth Partners is an investment advisor headquartered in Abingdon, Virginia. The firm provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. Concord Wealth Partners manages assets for high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. The firm has a total of 12 investment adviser representatives and 2 licensed agents.
Concord Wealth Partners

955 WEST MAIN STREET

ABINGDON, VA 24210-2427

$806.61M

Assets Under Management

4

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Waitkevich’s Registration & Firm History

MA

10/25/2021 - Present

Concord Wealth Partners (Worcester MA)

MA

02/05/2010 - 10/03/2016

TRIAD ADVISORS, INC. (Westborough MA)

MA

06/01/2009 - 02/19/2010

MORGAN STANLEY SMITH BARNEY (WORCESTER MA)

MA

10/05/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WORCESTER MA)

MA

04/15/2004 - 10/16/2007

CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 05/11/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 04/14/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Anthony Waitkevich.
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