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Edward Zywien

Concord Wealth Partners
43 Years of Experience
Worcester, MA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Edward Zywien is a registered investment advisor at Concord Wealth Partners, based in Worcester, MA, with 43 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 1,274 clients with $1.1B in assets under management.

Concord Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,274 clients
Average Client Portfolio
$840K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $3.5M1.00%
$3.5M - $7.0M0.80%
$7M+0.60%

Fees are negotiable and may vary based on account composition, scope, and anticipated servicing needs. Engaging the affiliated sub-adviser adds an extra 0.25% to the fee rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Kelley Square, Suite 302, Worcester, MA, 01610

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History

Regulatory History (1)
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Criminal
December 1979
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edward sells insurance, dedicating a few hours per week to this activity. This is implemented through an individual.

Employment History
Current Registrations
Concord Wealth Partners
October 2021 - Present · 5 yrs
Previous Registrations
Coppertree®, LLC
June 2015 - December 2021 · 6 yrs 6 mos
Triad Advisors, INC.
February 2005 - December 2015 · 10 yrs 10 mos
Triad Advisors, INC.Broker
June 2003 - October 2016 · 13 yrs 4 mos
Raymond James Financial Services, INC.Broker
September 1997 - June 2003 · 5 yrs 9 mos
MML Investors Services, INC.Broker
March 1992 - September 1997 · 5 yrs 6 mos
New England SecuritiesBroker
May 1983 - March 1992 · 8 yrs 10 mos
State Registrations2 states
MATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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