Nicholas Johnstone Troiano

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

• 04/2015 → 04/2022
  Tiaa
  Denver, CO
• 04/2015 → 03/2022
  Tiaa-Cref Individual & Institutional Services Llc
  Denver, CO
• 04/2022 → 04/2026
  Raymond James & Associates, Inc.
  Boulder, CO
• 05/2026 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 05/2026 → Present
  Tavo Wealth
  Denver, CO

Previous Registrations

• 2022-04-01 → 2026-05-11
  Raymond James & Associates, Inc.
  Denver, CO
  Boulder, CO
  Denver, CO
  Denver, CO
• 2015-05-21 → 2022-03-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Glendale, CO
• 2011-11-11 → 2015-04-27
  Morgan Stanley
  Denver, CO
  New York, NY

Other Businesses

TAVO Wealth; Investment Related: Yes; 100 Saint Paul St, Denver CO 80206; Support Company/DBA; Owner/Wealth Advisor; 04/01/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration will be conducted. TAVO Wealth Holdings, LLC; Investment Related: Yes; 1442 Market Street, Ste 205, Denver, CO 80202; Support Company; Owner; 05/2026; 0 hrs/mo; Support company for business administration Canine Partners of the Rockies; Investment Related; No; 651 Potomac St, Ste E, Aurora, CO 80011; Non-Profit; Finance Committee Member; 10/2025; 2 hrs/mo, 0 hrs/trading hrs; Finance Committee member

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-10
• S63 Uniform Securities Agent State Law Examination
  1999-12-04

Other Names

• Nicholas Troiano