Damon Eugene Delillo

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

• 05/2016 → 03/2023
  Raymond James Financial Services
  San Diego, CA
• 05/2016 → Present
  Next Retirement Solutions
  San Diego, CA
• 06/2016 → 03/2023
  Raymond James Financial Services Advisors Inc.
  San Diego, CA
• 05/2023 → Present
  Concurrent Investment Advisors Llc
  San Diego, CA

Previous Registrations

• 2016-06-03 → 2023-06-07
  Raymond James Financial Services Advisors, Inc
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2012-06-21 → 2016-06-01
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Other Businesses

1) Sole owner of property for rent. Monthly rent from the apartment unit. 2) PURSHE KAPLAN STERLING INVESTMENTS (PKS) Address: This would be the advisors office location Activity Type: Registered Representative Position/Title: Register Representative Investment Related: Yes Start Date: 03/31/2023 Hours per month devoted to this business: 4-6 Hours per month devoted to this business during trading hours: 2 Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-18
• S63 Uniform Securities Agent State Law Examination
  2004-06-01