Adviser and broker representative · Concorde Asset Management, LLC
Samuel T. Scarpone
CRD 6821414 · West Linn, OR
At a glance
Samuel T. Scarpone is an investment adviser representative with Concorde Asset Management, LLC in West Linn, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2023, about 3 years ago. Samuel is also registered as a broker representative.
Current advisory firm
- Concorde Asset Management, LLCSince June 2023West Linn, OR · $598M in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 11 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Samuel’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
- Locked
- 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
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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.