Adviser and broker representative · Concorde Asset Management, LLC
Charles A. Strickler
CRD 2938664 · San Francisco, CA
At a glance
Charles A. Strickler is an investment adviser representative with Concorde Asset Management, LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2008, about 18 years ago. Charles is also registered as a broker representative.
Current advisory firm
- Concorde Asset Management, LLCSince July 2020San Francisco, CA · $598M in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 6 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.