Garner Allen Mabry

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

• 11/2009 → 10/2017
  Wells Fargo Advisors Financial Network Llc
  Greenwood Village, CO
• 10/2017 → 05/2023
  Raymond James Financial Services, Inc.
  Greenwood Village, CO
• 10/2017 → 05/2023
  Raymond James Financial Services Advisors Inc.
  Greenwood Village, CO
• 11/2009 → 05/2023
  Schwartz Mabry Private Wealth Advisory, Llc
  Greenwood Village, CO
• 05/2023 → Present
  Concurrent Investment Advisors Llc
  Greenwood Village, CO
• 01/2021 → Present
  Legacy Private Wealth Partners
  Greenwood Village, CO
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-10-03 → 2023-05-26
  Raymond James Financial Services Advisors, Inc
  Greenwood Village, CO
• 2009-11-03 → 2017-10-02
  Wells Fargo Advisors Financial Network, Llc
  Greenwood Village, CO
  Denver, CO
• 2009-06-01 → 2009-12-01
  Morgan Stanley
  Denver, CO
• 2005-09-06 → 2009-06-01
  Citigroup Global Markets Inc.
  Denver, CO
  Denver, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO
• 1999-11-10 → 2005-09-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Englewood, CO

Other Businesses

1) Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners, LLC \ Investment Related - Yes \ At registered location \ RIA \ Financial Advisor \ 5/19/2023 \ Fulltime \ During all US NYSE trading hours \ Independent Financial Advisor \ 2) Concurrent Partners 1 \ Investment Related - No \ At registered location \ Holding Company \ Investor \ 2/5/2021 \ 0-1 Hrs \ 0-1 hours during US NYSE trading hours \ Investment into Concurrent RIA for passthrough ownership \ 3) Fixed Insurance/Annuity \ Investment Related - Yes \ At registered location \ Fixed Insurance/Annuity \ Agent \ 5/19/2023 \ 2 hrs \ 2 Hrs During US NYSE trading hours \ Provide insurance advice based on the needs of client(s). \ 4) Purshe Kaplan Sterling Investments, Inc.; Registered Representative; Investment related: Yes; At registered Location; Duties: Financial Advisor, Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 4-6; \ 5) Schwartz Mabry Private Wealth Advisory, LLC \ investment Related - Yes \ At Registered Location \ Support Company \ Managing Director \ 11/3/2009 \ 3-5 hrs \ 0 hours \ Paying Expenses

Exams

• S66 Uniform Combined State Law Examination
  1999-10-01

Other Names

• Garner Allen Mabry
• Garner Allen Mabry Iv