AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RE

Ryan Anthony Edde

CONCORDE ASSET MANAGEMENT
Reno, NV
·CRD# 5709784·17 years experience

Professional Summary

Ryan Anthony Edde is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Reno, Nevada and CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan. Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Ryan has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Years of Experience

17 years in the financial services industry

Current & Past Employments

CONCORDE ASSET MANAGEMENT, LLC·CRD# 140367
RIA
1. Reno, NV2. Auburn, CA
May 19, 2026 - Present
CONCORDE INVESTMENT SERVICES, LLC·CRD# 151604
BD
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
May 18, 2026 - Present
DIVERSIFY ADVISORY SERVICES, LLC·CRD# 326060
RIA
Reno, NV
May 2, 2025 - April 6, 2026
DFPG INVESTMENTS, LLC·CRD# 155576
BD
South Jordan, UT
March 2, 2025 - April 6, 2026
WELLS FARGO SECURITIES, LLC·CRD# 126292
BD
Reno, NV
October 8, 2009 - July 30, 2024

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

CA
CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC

CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - SEC (4/19/2012 Approved)
California
Registered Investment Advisory firm - California (11/28/2012 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (11/29/2012 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (4/19/2012 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (11/5/2012 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (11/5/2012 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (11/27/2012 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/5/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (11/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/7/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/5/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3909 Research Park Drive Suite 200, Ann Arbor, MI 48108

Phone Number

(248) 824-6710

# of Employees

76

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV WRAP FEE BROCHURE (7/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,705

AUM (Assets Under Management)

$598,360,368

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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.

1. Consulting NV, LLC, Non-Investment related; Reno, NV 89521. Consulting; Sole owner of single-member LLC, duties include ad-hoc consulting on rent strategy, construction/maintenance, and preparation for possible future property sales. 1/2026. 10% during business hours. 2. Legacy Investment & Real Estate, LLC. Investment related. Sacramento, CA. DBA for securities related activities. Registered representative, start date April 2026. Full time during trading hours. 3. Concorde Asset Management. Investment related. Ann Arbor, MI. RIA Investment advisor representative, advise clients on investment decisions. Start date April 2026. 4. Beemartin Private Family Trust Company. Non-investment related. Reno, Nv. Board member, administer family trust. Start date: June 2023. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours. 5. Wine Trail Estates, LLC. Non-investment related. Auburn, CA. CFO, conduct consulting. Start date: Jan 2026. 1-5 hours/month during trading hours, 1-5 hours/month during non-trading hours.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

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".
CA
CONCORDE ASSET MANAGEMENT, LLC

CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC

CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - SEC (4/19/2012 Approved)
California
Registered Investment Advisory firm - California (11/28/2012 Terminated)
Colorado
Registered Investment Advisory firm - Colorado (11/29/2012 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (4/19/2012 Terminated)
Indiana
Registered Investment Advisory firm - Indiana (11/5/2012 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (11/5/2012 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (11/27/2012 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (11/5/2012 Terminated)
Ohio
Registered Investment Advisory firm - Ohio (11/7/2012 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (11/7/2012 Terminated)
Texas
Registered Investment Advisory firm - Texas (11/5/2012 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(5/18/2026)
RR
Nevada
(5/18/2026)
IAR
Nevada
(5/19/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2010About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2009About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Anthony Edde's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
RE
Follow Ryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required