Advisor at Concord Atlantic, Inc.
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Location
Falls Church, VA
Credentials
Series 65
Industry experience
22 years
Stephen Moroz is a financial advisor at Concord Atlantic, Inc. in Falls Church, VA, holding a Series 65 designation with 21 years of industry experience. He has been with Concord Atlantic since 1993. Outside of his advisory work, he serves as an NFL-registered player financial advisor. Concord Atlantic provides discretionary investment advice and portfolio management to individuals, trusts, foundations, and corporate pension plans. The firm employs a thematic, fundamentally driven investment approach focused on cash-generative companies and manages diversified portfolios across equities, fixed income, and selected mutual funds.
$0 - $100,000: 1.50% for equity and balanced portfolios; 0.75% for fixed income portfolios $100,000 - $200,000: 1.25% equity and balanced accounts; 0.625% fixed income accounts $200,001 - $599,000: 1.00% equity and balanced accounts; 0.500% fixed income accounts $599,001 - $1,099,000: 0.80% equity and balanced accounts; 0.400% fixed income accounts $1,099,001 - $2,099,000: 0.75% equity and balanced accounts; 0.375% fixed income accounts $2,099,001 - $5,099,000: 0.60% equity and balanced accounts; 0.300% fixed income accounts $5,099,001+: 0.50% equity and balanced accounts; 0.250% fixed income accounts
Account minimum: $1,000,000 Fee-only: Fee-only compensation with no commissions or sales charges
Falls Church, VA
Massachusetts · Virginia
Concord Atlantic, Inc.
1993 - Present (33 years)
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Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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