Robert Rodriguez has been Managing Member and Chief Compliance Officer of Concordia Wealth Management since May 2012, is a control person of the firm and directly owns 75% or more of it.
Concordia Wealth Management, LLC is a Concord, MA firm with $197M under management, 53 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Robert Rodriguez’s longest registration is the current one, 14 years at Concordia Wealth Management since 2012. Before joining Concordia Wealth Management in 2012, Robert Rodriguez was registered through Finaccess Advisors, LLC and Finaccess International, Inc.
- – present · 14 yearsConcord, MA · Adviser representative · Firm CRD 164278
- Finaccess Advisors, LLC– · 2 yearsConcord, MA · Adviser representative · Firm CRD 150697
- Finaccess International, Inc.– · 4 yearsConcord, MA · Adviser representative · Firm CRD 111831
Investment adviser representative registrations
Robert Rodriguez is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2012; the most recent is Texas, in July 2014.
- MassachusettsSince 8 August 2012
- TexasResidentSince 31 July 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2006 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 2051214
- Firm
- Concordia Wealth Management · CRD 164278
- Role
- Managing Member and Chief Compliance Officer
- Office
- 37 MAIN STREET, SUITE 1, Concord, MA 01742
- Registration
- Investment adviser registration
- In the industry since
- February 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Rodriguez work?
Robert Rodriguez has been Managing Member and Chief Compliance Officer of Concordia Wealth Management, LLC since May 2012, and is a control person of the firm.
Is Robert Rodriguez a financial advisor?
Yes. Robert Rodriguez has a current investment-adviser registration in Massachusetts and Texas, through Concordia Wealth Management since August 2012.
How many years of experience does Robert Rodriguez have?
Robert Rodriguez has 20 years in the financial industry, since February 2006, across 3 adviser firms.
What exams has Robert Rodriguez passed?
Robert Rodriguez passed the Series 65 in January 2006.
Where did Robert Rodriguez work before Concordia Wealth Management?
Before Concordia Wealth Management, Robert Rodriguez was registered through Finaccess International, Inc., February 2006 to February 2010.
Where is Robert Rodriguez based?
Robert Rodriguez’s registered office is in Concord, MA.
Is Robert Rodriguez registered with FINRA?
No. Robert Rodriguez has no current broker registration.
How can I verify Robert Rodriguez’s record?
Search CRD 2051214 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Rodriguez’s full registration record.