Chief Investment Officer · Concord Wealth Partners
Gary N. Aiken
CRD 5966206 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Concord Wealth Partners, an SEC-registered wealth manager based in Abingdon, VA with $1.1 billion in regulatory assets, lists Gary N. Aiken on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Gary at 1 other registered adviser.
Firms and roles
- Concord Wealth PartnersChief Investment OfficerWealth manager · Abingdon, VA · $1.1B in regulatory assets
- Concord Asset Management, LLCChief Investment OfficerAsset manager · Abingdon, VA · $639M in regulatory assets
AtlasMembers
Gary’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jonathan R. WeatherlyChief Compliance Officer, Concord Wealth Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.