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Robert Rodriguez

Managing Member And Chief Compliance OfficerConcordia Wealth Management, LLCCRD 2051214

About Robert Rodriguez

Robert Rodriguez is listed as Managing Member And Chief Compliance Officer at Concordia Wealth Management, LLC in Concord, MA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Concordia Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Robert Rodriguez work?

Robert Rodriguez is listed as Managing Member And Chief Compliance Officer at Concordia Wealth Management, LLC on SEC Form ADV.

How much of Concordia Wealth Management, LLC does Robert Rodriguez own?

Form ADV reports a beneficial ownership band of Over 75%.

Concordia Wealth Management, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2012
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