EZ
Edward J. Zywien
CONCORD WEALTH PARTNERS
Worcester, MA 01610
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CRD#: 1081139
EZ
Professional summary
Edward Joseph Zywien is a registered financial advisor currently at CONCORD WEALTH PARTNERS located in Worcester, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Edward has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Sales - Implemented through the individual appx 3 hours a week during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Zywien's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 19, 2021 - Present
CONCORD WEALTH PARTNERS
Office #1: 1 Kelley Square Suite 302, Worcester, MA 01610RIA
CRD#: 118643
Worcester, MA
Past
June 9, 2015 - December 31, 2021
COPPERTREE®, LLC
RIA
CRD#: 175222
WORCESTER, MA
Past
February 28, 2005 - December 2, 2015
TRIAD ADVISORS LLC
RIA
CRD#: 25803
Westborough, MA
Past
June 16, 2003 - October 3, 2016
TRIAD ADVISORS LLC
BD
CRD#: 25803
Westborough, MA
Past
September 10, 1997 - June 20, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
March 19, 1992 - September 11, 1997
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
May 18, 1983 - March 7, 1992
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONCORD WEALTH PARTNERS
CAVENESS WEALTH ADVISORY, LLC | THE FINANCIAL STRATEGIES GROUP | LOPEZ WEALTH MANAGEMENT, LLC | LOPEZ & ASSOCIATES LLC | DABAREINER WEALTH MANAGEMENT GROUP | CONCORD WEALTH PARTNERS
CRD#: 118643 / SEC#: 801-79249
RIA
Registered Investment Advisory firm - (3/5/2014 Approved)Florida
Registered Investment Advisory firm - (6/6/2013 Terminated)North Carolina
Registered Investment Advisory firm - (6/6/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/6/2014 Terminated)Texas
Registered Investment Advisory firm - (3/7/2014 Terminated)Virginia
Registered Investment Advisory firm - (3/10/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(10/25/2021)
IAR
Texas(10/19/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CONCORD WEALTH PARTNERS
CAVENESS WEALTH ADVISORY, LLC | THE FINANCIAL STRATEGIES GROUP | LOPEZ WEALTH MANAGEMENT, LLC | LOPEZ & ASSOCIATES LLC | DABAREINER WEALTH MANAGEMENT GROUP | CONCORD WEALTH PARTNERS
CRD#: 118643 / SEC#: 801-79249
RIA
Registered Investment Advisory firm - (3/5/2014 Approved)Florida
Registered Investment Advisory firm - (6/6/2013 Terminated)North Carolina
Registered Investment Advisory firm - (6/6/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/6/2014 Terminated)Texas
Registered Investment Advisory firm - (3/7/2014 Terminated)Virginia
Registered Investment Advisory firm - (3/10/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
955 West Main Street, Abingdon, VA 24210-2427
Mailing Address
Phone number
(276) 628-5910
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,264 |
| AUM (Assets Under Management) | $ 945,957,742 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCORD WEALTH PARTNERS
CRD#: 118643Worcester, MA 01610TRUST BUT VERIFY
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