CONCERT WEALTH MANAGEMENT, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 141253). Regulatory assets under management: $201.0M.
| Name | Role | Location |
|---|---|---|
| THORN JAMES MARTIN | CHIEF COMPLIANCE OFFICER | — |
| BLAKELEY DICK EUGENE | BOARD DIRECTOR; MANAGING DIRECTOR | — |
| LUNA FELIPE AMOR | CEO/BOARD DIRECTOR; CHIEF EXECUTIVE OFFICER; PRESIDENT (+4 more) | — |
| LUNA ELIZABETH NMN | CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT / CFO / CO-CEO; SECRETARY (+3 more) | — |
| LUNA ELIZABETH | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; SECRETARY/BOARD DIRECTOR (+1 more) | — |
| NAVARRA DENNIS BRUCE | CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER | — |
| PIETSCH JEFFREY GARETT | PRESIDENT | — |
| SCHEI ERIK ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| SYLER GREGORY | CHIEF COMPLIANCE OFFICER | — |