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Concurrent Investment Advisors, LLC CRD 323135
$15.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-30 |
| SC | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
831 E Morehead St, Suite 460, Charlotte, NC 28202 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 02/2021 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 02/2021 | 03/2026 |
| Nine Bridge Financial Partners | Charlotte | NC | 02/2021 | Present |
| Concurrent Investment Advisors, Llc | Charlotte | NC | 03/2026 | Present |
Nine Bridge Financial Partners; Investment Related: Yes; 831 East Morehead St; Suite 460, Charlotte NC 29202; Support Company/DBA; Financial Advisor; 02/2021; 160 hrs/mo; 140 trading hrs/mo; Nine Bridge Financial Partners is the DBA under which name advisory services will be conducted.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-14 |
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