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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-10 |
Branch Locations
980 N Federal Hwy Ste 110, Boca Raton, FL 33432 • 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 |
|---|---|---|---|---|
| Student | Tallahassee | FL | 01/2016 | 12/2022 |
| Wells Fargo Bank N.A | Tallahassee | FL | 04/2020 | 12/2022 |
| Truist Bank N.A | Tallahassee | FL | 12/2022 | 07/2023 |
| Socius Family Office | Fort Lauderdale | FL | 07/2023 | 05/2024 |
| Concurrent Investment Advisors, Llc | Boca Raton | FL | 05/2024 | Present |
| Concurrent Investment Advisors, Llc | Boca Raton | FL | 01/2026 | Present |
Concurrent Investment Advisors Boca; Investment Related; 980 N. Federal Hwy, Ste 110, Boca Raton FL 33432; DBA/Support Company; Client Associate; 05/13/2024; 160 hrs/mo, 140 trading hrs/mo; Administration and client servicing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-05 |
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