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RIA / WealthAdvisor22 years in industry

ADAM ANTHONY WAITKEVICH

Advisor at CONCORD WEALTH PARTNERS

ABINGDON, VA | Worcester, MA

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Search this name across graphsid dfx:ria:fa726f4b-d063-9bd8-7cad-c6e879fd689f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCORD WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 3, 2004
First registration: Oct 5, 2007
Dual registered: no
Other names: ADAM ANTHONEY WAITKEVICH|ADAM ANTHONEY WAITKEVICH
IAPD individual key: 4735172

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCORD WEALTH PARTNERS	Independent wealth	Oct 25, 2021	n/a	yes	Worcester, MA\|ABINGDON, VA	Current employment
COPPERTREE?, LLC	Former SEC adviser	May 4, 2015	Dec 31, 2021	no	WORCESTER, MA	Previous registration
TRIAD ADVISORS, LLC	Former SEC adviser	Aug 19, 2011	Dec 2, 2015	no	NEWTON, MA\|Westborough, MA	Previous registration
SMITH WB FINANCIAL GROUP	n/a	Nov 1, 2010	Aug 19, 2011	no	GRAFTON, MA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Feb 19, 2010	no	WORCESTER, MA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Oct 5, 2007	Jun 1, 2009	no	WORCESTER, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COPPERTREE?, LLC	CONCORD WEALTH PARTNERS	Dec 31, 2021	Oct 25, 2021	-67	Firm change after gap	RIA to RIA
TRIAD ADVISORS, LLC	COPPERTREE?, LLC	Dec 2, 2015	May 4, 2015	-212	Firm change after gap	Other
SMITH WB FINANCIAL GROUP	TRIAD ADVISORS, LLC	Aug 19, 2011	Aug 19, 2011	0	Firm change	Other
MORGAN STANLEY	SMITH WB FINANCIAL GROUP	Feb 19, 2010	Nov 1, 2010	255	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
175222:118643:MA:2021-12-31	Dec 31, 2021	Oct 25, 2021	WORCESTER, MA	Firm change after gap
25803:175222:MA:2015-12-02	Dec 2, 2015	May 4, 2015	WESTBOROUGH, MA	Firm change after gap

Relationships

Registered with (6)

→ CONCORD WEALTH PARTNERSRegistered adviserregistration: current employment
Oct 25, 2021 to presentfactForm ADV
→ COPPERTREE?, LLCRegistered adviserregistration: previous registration
May 4, 2015 to Dec 31, 2021factForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 19, 2011 to Dec 2, 2015factForm ADV
→ SMITH WB FINANCIAL GROUPRegistered adviserregistration: previous registration
Nov 1, 2010 to Aug 19, 2011factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Feb 19, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Oct 5, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.