Steven Gregory Albritton

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Bradenton, FL
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  Bradenton, FL
• 10/2021 → 05/2023
  Raymond James Financial Services, Inc.
  Bradenton, FL
• 10/2021 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  Bradenton, FL
• 10/2021 → 05/2023
  Concurrent Advisors
  Bradenton, FL
• 10/2021 → Present
  Stella Maris Llc
  Bradenton, FL
• 01/2008 → 10/2021
  Wells Fargo Advisors
  Lakewood Ranch, FL
• 10/2021 → 05/2023
  Raymond James Financial Services
  Bradenton, FL
• 05/2023 → 08/2025
  Concurrent Investment Advisors Dba Family Wealth Solutions
  Bradenton, FL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2025 → Present
  Concurrent Investment Advisors D/B/A Lakewood Private Wealth
  Bradenton, FL

Previous Registrations

• 2021-10-11 → 2023-05-19
  Raymond James Financial Services Advisors, Inc
  Bradenton, FL
• 2008-01-01 → 2021-10-22
  Wells Fargo Clearing Services, Llc
  Bradenton, FL
  Lakewood Ranch, FL
• 2001-02-05 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Bradenton, FL
  Bradenton, FL
  St. Louis, MO

Other Businesses

1. Concurrent Investment Advisors d/b/a Lakewood Private Wealth. Investment Related. at 8652 SR70 Bradenton, FL 34202-4105 United States. RIA. Senior Vice President/Financial Advisor. 09/2025 160 hrs/mo all during trading hours. Providing investment advice and financial planning to the public. 2. Concurrent Partners Partners 1. Not Investment Related. Address: 8652 SR 70, Bradenton, FL, 34202-4105, United States. Holding Company. Partner. 12/31/2021. 4 hrs/mo all during trading hours. Passive investment into RIA structure. 3. Stella Maris LLC. Not investment related. 8652 SR 70, Bradenton, FL, 34202-4105, United States. Operating LLC/Support Company. Manager/CEO. 10/11/2021. 0-1 hrs/mo all during trading hours. Support company used for tax purposes. 4. Fixed Insurance. Not investment related. 8652 SR70 Bradenton, FL 34202-4105 United States. Independent Insurance Agency. Agent. Fixed/traditional insurance. 5/5/2023. 10 hours/month all during trading hours. Provide insurance advice based on the needs of client(s).

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-04

Designations

• Certified Financial Planner