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AS

Adam Simon

Investment Adviser Representative at CONCORDE ASSET MANAGEMENT, LLC

CRD #7723707Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
17 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 17 states
CaliforniaColoradoConnecticutFloridaGeorgiaIllinoisMarylandMinnesotaMissouriNevadaNew HampshireNew JerseyNew YorkNorth CarolinaPennsylvaniaTexasWisconsin

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

CONCORDE ASSET Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Simon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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