Joseph Gerard Mcquaid

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

• 10/2015 → 07/2017
  Morgan Creek Capital Distributors, Llc
  Mt. Pleasant, SC
• 06/2017 → 02/2018
  Pacer Financial, Inc.
  Paoli, PA
• 03/2018 → 09/2020
  Wealthshield Llc
  Cary, SC
• 12/2020 → 06/2022
  Eudaimonia Partners, Llc
  Mt. Pleasant, SC
• 07/2022 → 06/2024
  Imprint Wealth Llc
  Mt. Pleasant, SC
• 02/2023 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL
• 05/2025 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL

Previous Registrations

• 2022-07-15 → 2024-06-20
  Imprint Wealth Llc
  Mount Pleasant, SC
• 2020-12-23 → 2022-06-01
  Eudaimonia Partners, Llc
  Mt. Pleasant, SC
  Winchester, TN
• 2018-07-09 → 2020-09-18
  Wealthshield Llc
  Cary, NC
• 2014-03-04 → 2015-10-15
  Guggenheim Investments
  New York, NY
  Mt Pleasant, SC
• 2012-01-25 → 2012-01-27
  Americafirst Capital Management, Llc
  Chester Springs, PA
  Granite Bay, CA
• 2011-07-14 → 2011-12-16
  Lpl Financial Llc
  King Of Prussia, PA
• 2002-07-23 → 2011-05-02
  New York Life Investment Management Llc
  New York, NY
  Parsippanny, NJ

Other Businesses

1) 20% Owner of Imprint Growth Partners which has a minority stake in two financial advisory businesses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-09
• S63 Uniform Securities Agent State Law Examination
  2000-02-16

Other Names

• Joseph G Mcquaid