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AZ

Andrew Zigouras

CONCORDE INVESTMENT SERVICES
Teaneck, NJ 07666
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CRD#: 1248597
AZ

Professional summary


Andrew Zigouras, who also goes by Andreas Zigouras, Andy Zigouras, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Teaneck, New Jersey.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1984. Andrew has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andreas Zigouras | Andy Zigouras

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew Zigouras's CRS (Customer Relationship Summary).
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®
None

Experience


Current

October 15, 2015 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 101 Cedar Lane Suite 101, Teaneck, NJ 07666
BD
CRD#: 151604
Teaneck, NJ
Past

March 22, 2010 - October 16, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
TEANECK, NJ
Past

June 11, 2004 - March 26, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
ENGLEWOOD CLIFFS, NJ
Past

May 20, 1996 - August 9, 2004

ANDREW, ALEXANDER, WISE & COMPANY INCORPORATED

BD
CRD#: 37710
NEW YORK, NY
Past

January 16, 1995 - May 17, 1996

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
NEW YORK, NY
Past

March 4, 1987 - January 20, 1995

SOUTH RICHMOND SECURITIES, INC.

BD
CRD#: 14913
Past

July 10, 1986 - March 6, 1987

PRESTIGE INVESTORS, INC.

BD
CRD#: 10300
Past

June 20, 1984 - July 10, 1986

NORBAY SECURITIES INC.

BD
CRD#: 5431

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/7/2017)
RR
California
(2/14/2017)
RR
Florida
(11/20/2020)
RR
Maryland
(2/14/2017)
RR
New Jersey
(10/20/2015)
RR
New Mexico
(2/14/2017)
RR
New York
(10/15/2015)
RR
Pennsylvania
(8/14/2023)
RR
Texas
(3/20/2017)
RR
Wisconsin
(2/24/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 8/8/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CONCORDE INVESTMENT SERVICES, LLC
CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604 / SEC#: , 8-68388

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Phone number
(248) 428-8008
Established
Michigan since 07/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
CONCORDE HOLDINGS INC.OWNER / MANAGING MEMBER
ARNOLD, AMY PERRYMANCHIEF DUE DILIGENCE OFFICER3037672
DELONGCHAMP, DANIELLE LEIGHPRESIDENT AND CHIEF EXECUTIVE OFFICER4901901
GAKENHEIMER, JOHN HERBERTREGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL810171
HOFER, KATHLEEN ANNFINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1087639
LOBERG, NICHOLASDIRECTOR OF BROKERAGE OPERATIONS6778518
MCMURRY, KEITHCHIEF OPERATIONS OFFICER5647966
STACEY, JENNIFER LEIGHCHIEF COMPLIANCE OFFICER2536581
WOOLSON, NICOLE RENEEDIRECTOR OF COMPLIANCE3143232

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604Teaneck, NJ 07666

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