Concurrent Investment Advisors, LLC
Concurrent Investment Advisors, LLC (CRD# 323135) is a financial advisory firm headquartered in Tampa, FL. They manage $6,256,967,921 in 18,097 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management6,257MILLION
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
Denise Ruiz (CRD# 2281489) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 23 years of experience in the finance industry.
John Saalfield (CRD# 5382553) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Randall Sauer (CRD# 1813516) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Pittsburg, KS and has over 36 years of experience in the finance industry.
Garry Scheufler (CRD# 2174391) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Dallas, TX and has over 32 years of experience in the finance industry.
Todd Schwartz (CRD# 2428419) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greenwood Village, CO and has over 30 years of experience in the finance industry.
Olivia Sebastian (CRD# 4938292) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Colorado Springs, CO and has over 13 years of experience in the finance industry.
Brian Serimian (CRD# 4514895) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 13 years of experience in the finance industry.
David Silva (CRD# 4765744) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 20 years of experience in the finance industry.
Brittany Smith (CRD# 5932511) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 12 years of experience in the finance industry.
Marilyn Smith (CRD# 4783136) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Tampa, FL and has over 18 years of experience in the finance industry.