Marc
Haiar

Concorde Asset Management, LLC

CRD#4301403
Investment Advisor
in Livonia, MI

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About this Advisor

Marc Haiar is a chartered financial analyst based in Livonia, Michigan with a total of 2 years of relevant experience. Haiar is an advisor for Concorde Asset Management, LLC. Throughout their career, they have worked at Securities America, Inc, Securities America Advisors, Inc, Usa Rugby, Ladenburg Thalmann & Co. Inc, Kalos Capital, Inc, Kalos Management, Concorde Investment Services, LLC and Concorde Asset Management, LLC. Haiar has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Michigan and Nebraska. Concorde Asset Management, LLC is a financial advisory firm that has its headquarters in Livonia, MI. The firm has offices in 40 locations and a total of 74 people on staff. It controls $306 million in assets under management among its 2,371 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 2,371 client accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees depend on the services provided. However, fee types charged by Concorde Asset Management, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

19500 Victor Parkway Suite 550
Livonia, MI 48152

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$305,690,467

MI Average: $943,424,332
Total Number of Employees

74

MI Average: 21
Total Number of Accounts

2,371

MI Average: 1,586
Average Account Size

$128,929

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Marc Haiar Work History

Marc has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Concorde Investment Services, LLC

2021 - Present (3 years)

Concorde Asset Management, LLC

2020 - 2021 (1 year)

Kalos Management

2019 - 2019 (< 1 year)

Ladenburg Thalmann & Co. Inc

2017 - 2021 (4 years)

Kalos Capital, Inc

2008 - 2019 (11 years)

Usa Rugby

2003 - 2020 (17 years)

Securities America Advisors, Inc

2000 - 2020 (20 years)

Securities America, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marc Haiar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concorde Asset Management, LLC

Joseph Levy
East Setauket, NY
Danielle Delongchamp
Livonia, MI
Kimberlee Levy
Livonia, MI
Stephen Jackson
Livonia, MI
Terry Bonnett
Livonia, MI
Myron Erstad
Livonia, MI
Robin Edgar
Livonia, MI
Elia Ramirez Cruz
Livonia, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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