# CONCORD EQUITY GROUP ADVISORS LLC

CONCORD EQUITY GROUP ADVISORS LLC of MATAWAN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 14569
- Type: SEC-registered investment adviser
- SEC file number: 801-46275
- Location: 100 MATAWAN ROAD, MATAWAN, NJ, 07747-3912
- Phone: 732-335-0800
- Latest filing: 2007-02-14
- Regulatory AUM: $405.5M
- Discretionary AUM: $15.5M
- Non-discretionary AUM: $390.0M
- Clients: 11
- Accounts: 770

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| O'CONNOR JAMES THOMAS | CHIEF COMPLIANCE OFFICER | — |
| LOURY KIRK EDWARD | CHIEF INVESTMENT OFFICER (RIA ONLY) | — |
| LOTESTO GABRIEL JOHN | CFO/FINOP; CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER (BD ONLY) | — |
| KIMBERLIN KEVIN BRIAN | MANAGING DIRECTOR | — |
| MAZUR MARC STUART | VICE PRESIDENT, OPERATIONS | — |
| MARINIELLO NICHOLAS | MANAGING DIRECTOR (RIA ONLY); PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/SROP (+1 more) | — |
| GAVORNIK ALAN FELIX | CEO/DIRECTOR; CEO/DIRECTOR/ (CCO -IA ONLY - 1/2005); MANAGING DIRECTOR (RIA ONLY) (+1 more) | — |
| ARGUSH LEE DANNY | CFO/DIRECTOR; CFO/DIRECTOR/CROP; MANAGING DIRECTOR (RIA ONLY) (+1 more) | — |
| DIOGUARDI WILLIAM PAUL | CHAIRMAN | — |
| WEISS GARY BRUCE | SROP | — |
| BRUNO VINCENT MICHAEL | CHIEF COMPLIANCE OFFICER - BROKER-DEALER ONLY; CHIEF COMPLINACE OFFICER | — |
| MCCONVILLE DONNA M | CHIEF COMPLIANCE OFFICER | — |
| GATTI JOSEPH JR | SROP/ VICE PRESIDENT | — |
| MARINELLI JOSEPH CHARLES JR | FINOP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/14569/brochure
- Similar advisers: https://search.stillhousedata.com/firm/14569/similar
- Related entities: https://search.stillhousedata.com/firm/14569/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/14569

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.