Strauss Borrelli PLLC, a leading data breach law firm, is investigating Concorde Investment Services (“Concorde”) regarding its recent data breach. The Concorde data breach may have involved sensitive personal information belonging to an undetermined number of individuals.
ABOUT CONCORDE INVESTMENT SERVICES:
Concorde is an investment advisor, full-service broker-dealer, and insurance firm based in Michigan.2 Founded in 2010, Concorde offers a suite of products and services to financial professionals, including cloud-based technology and paperless back-office systems, to create efficiencies and provide solutions for their investors.2 Headquartered in Ann Arbor, Michigan, Concorde employs over 50 individuals.
WHAT HAPPENED?
Recently, Concorde reported to the Attorney General of the Commonwealth of Massachusetts that the sensitive personal identifiable information in its care may have been compromised. In the sample breach notice provided to the Attorney General of the Commonwealth of Massachusetts, Concorde does not elaborate on the nature of the security incident that impacted its systems. While the information impacted varies depending on the individual, the type of information potentially exposed includes:
- Name
- Social Security number
- Financial account information
On February 25, 2025, Concorde began mailing data breach notification letters to impacted individuals. Based on the breach notice sent to Massachusetts residents, Concorde is providing affected individuals with a list of the specific types of sensitive information impacted and 24 months of complimentary credit monitoring services. A link to the form breach notification letters that Concorde filed with the Attorney General of the Commonwealth of Massachusetts is below.
If you received a breach notification letter from Concorde Investment Services:
We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.
