CONCURRENT INVESTMENT ADVISORS, LLC ⚠ Disclosure events ACTIVE IA
⚠ Regulatory disclosure flag: FINRA reports regulatory or customer-dispute disclosure events for this firm. The specific details (regulatory actions, arbitrations, customer complaints, criminal events) live on the canonical BrokerCheck page. This flag is the KYC tripwire that institutional vendors charge for.
Key facts
- FINRA firm ID
- 323135
- Firm name
- CONCURRENT INVESTMENT ADVISORS, LLC
- Other names / DBAs
- 1858 WEALTH MANAGEMENT; WINE COUNTRY WEALTH; WEALTH PARTNERS ALLIANCE; VENN WEALTH MANAGEMENT; VALENTA CAPITAL MANAGEMENT; TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT; THE WEALTH STEWARDS; THE NINE BRIDGE FINANCIAL PARTNERS; THE HAMILTON GROUP; TC WEALTH MANAGEMENT; TAVO WEALTH; TAILORMADE WEALTH COUNSEL; T7 LEGACY; STAMPER WEALTH & RETIREMENT GROUP; SPHINX ADVISORY GROUP; SPECTRUM WEALTH PARTNERS; SAUER WEALTH MANAGEMENT; PRICE FINANCIAL MANAGEMENT; OLD TOWN ADVISORS; NEXT RETIREMENT SOLUTIONS; MONTESA WEALTH MANAGEMENT; MAVERICK WEALTH ADVISORS; MATT WIGREN & LAURA CHRISTOFFERSON; LUMATURE WEALTH PARTNERS; LINDAMOOD FINANCIAL GROUP; LEGACY PRIVATE WEALTH PARTNERS; LEE WEALTH MANAGEMENT; LAURUS FINANCIAL GROUP; LAKEWOOD PRIVATE WEALTH; KEATON AND SAMS WEALTH MANAGEMENT; INSIGHT PRIVATE WEALTH; HUDSON WEALTH MANAGEMENT; HEARTLAND WEALTH MANAGEMENT; HEAD RETIREMENT & WEALTH STRATEGIES; HARRIMAN HALL WEALTH; GRH WEALTH MANAGEMENT; GREAT BASIN ASSET MANAGEMENT; FIG GARDEN WEALTH MANAGEMENT; FEHRMAN INVESTMENT GROUP; FAMILY WEALTH SOLUTIONS; ENGLESTAD WEALTH ADVISORS; ELEVATE FAMILY PARTNERS; EAGLE CAPITAL; DAS WEALTH MANAGEMENT GROUP; DANIELSON TATE CAPITAL PARTNERS; CROWNMARK WEALTH ADVISORS; COX, KLUGH AND CO.; CORNERSTONE PRIVATE WEALTH PARTNERS; CONCURRENT RETIREMENT SOLUTIONS; CONCURRENT PRIVATE WEALTH; CONCURRENT INVESTMENT ADVISORS, LLC; CONCURRENT CORPORATE SOLUTIONS; CONCURRENT ADVISORS, LLC; CONCURRENT ADVISORS; COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP; COLUMBIA ASSOCIATES; CILIBERTI & ASSOCIATES; CHIEF INVESTMENT OFFICE; CENTER STREET WEALTH MANAGEMENT; CANOPY ASSET MANAGEMENT; BROOKSHIRE WEALTH MANAGEMENT; BRICK HOUSE WEALTH STRATEGIES; BMR RETIREMENT GROUP, LLC; AVENUES TO WEALTH FINANCIAL ADVISORS; ARKY MILLER FINANCIAL GROUP; ALLEGIANT WEALTH PARTNERS; ALDEN CAPITAL MANAGEMENT; ADELE FINANCIAL LLC; ADALAN PRIVATE WEALTH; ACUMEN CO; 44 MANAGEMENT
- IA scope
- ACTIVE
- SEC IA file
- 801-126555
- Branches
- 247
- Disclosure events
- YES
- HQ
- TAMPA, FL, 33602, United States
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