Adam Renald Macdonald

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:

Current Employers

Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-11-18

OR RA
APPROVED

Since 2024-11-18

Branch Locations

2838 Nw Crossing Drive Suite 201, Bend, OR 97703 • United States

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Department National Defence	Ottawa		08/2014	08/2025
Concurrent Investment Advisors, Llc	Portland	OR	10/2024	Present

08/2014 → 08/2025

Department National Defence

Ottawa
10/2024 → Present

Concurrent Investment Advisors, Llc

Portland, OR

Other Businesses

1.) Columbia Associates - Investment Related - 2900 NW Clearwater Dr. Suite 22 Bend, OR. 97703 - DBA Support Company - Non Owner - 10/24/2024 - 160 hours a month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-18

S65 Uniform Investment Adviser Law Examination

2024-11-18

View on SEC IAPD