Brian Gray

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Chicago, IL
• 11/2016 → 05/2017
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 05/2017 → 04/2023
  Raymond James
  Chicago, IL
• 05/2017 → 04/2023
  Raymond James Financial Services Advisors Inc.
  Chicago, IL
• 02/2019 → Present
  Financial Strategies Group, Llp
  Chicago, IL
• 10/2018 → 04/2023
  Next Retirement Solutions
  Chicago, IL
• 05/2017 → 12/2020
  Next Retirement Solutions
  Chicago, IL
• 05/2017 → 04/2023
  Grh, Llc
  Chicago, IL
• 05/2009 → 05/2017
  Wells Fargo Advisors
  Chicago, IL
• 04/2023 → Present
  Concurrent Investment Advisors Llc Dba Grh Wealth Management
  Chicago, IL
• 04/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-05-30 → 2023-04-25
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
  Chicagi, IL
  Chicago, IL
• 2008-01-01 → 2017-05-30
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Chicago, IL
• 2007-06-18 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  St. Louis, MO
  Chicago, IL

Other Businesses

1) Concurrent Investment Advisors, LLC DBA GRH Wealth Mangement; Yes; 155 N Wacker Dr. Ste 4250 Chicago IL 60606; Registered Investment Adviser; Financial Advisor; 04/12/2023; 160; 40; Make recommendations or give investment advice regarding securities, manage accounts or portfolio of clients, determine which recommendation or advice regarding securities should be given based on client suitability, time horizon, risk and objectives. 2) Fixed Insurance. Investment Related. 155 N Wacker Dr. Ste 4250 Chicago IL 60606. Fixed/Traditional Insurance. Agent. 4/12/2023. Hrs/month 10 all during trading hours. Sales of fixed/traditional insurance products. 3) Financial Strategies Group, LLP. Investment Related. 805 S McHenry Ave, Suite I, Crystal Lake, IL 60014. Independent Insurance Agency. Agent. 1/31/2019. Hrs/month 5 all during trading hours. Sell insurance products to clients. 4) GRH Wealth Mgmt LLC Investment related Located at 155 N Wacker Dr Suite 4250 Chicago IL 60606 Holding Company Owner Start 04/2023 1 hr/month all during trading hours Holding Company

Exams

• S66 Uniform Combined State Law Examination
  2007-06-15

Other Names

• Brian Thomas Gray