The Concorde Investment Services Data Breach: Reported Filing Facts
Concorde Investment Services is a financial institution that manages client assets, investment portfolios, and financial planning services. As part of their business operations, they collect and store sensitive personal and financial data, including Social Security numbers, investment account details, and tax-related information. In 2025, the company officially reported a data security incident to the Maryland Attorney General, confirming that unauthorized access to their systems occurred. If you have received a data breach notification letter from Concorde Investment Services, it indicates that your personal information may have been involved in this event. This notice is intended to inform you of the situation and provide guidance on the steps you can take to protect your identity and financial assets following the exposure.
- State
- Maryland
- Reported
- February 25, 2025
What to do if you were affected
These general steps can help limit the risk of identity theft and fraud after any data breach.
Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.
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