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Current Employers
Concurrent Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-29
  • NY RA
    APPROVED
    Since 2024-11-29

Branch Locations

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

980 Old Country Rd, Plainview, NY 11803 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Melville NY 07/2014 09/2020
Purshe Kaplan Sterling Investments, Inc. Albany NY 09/2020 Present
Thrivent Advisor Network Dba Louis C Ciliberti & Associates, Ltd Plainview NY 09/2020 11/2024
Concurrent Investment Advisors, Llc Plainview NY 11/2024 Present
Ameriprise Financial Services, Inc. Melville NY 11/2017 12/2018
  • 07/2014 → 09/2020
    Ameriprise Financial Services, Inc.
    Melville, NY
  • 09/2020 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 09/2020 → 11/2024
    Thrivent Advisor Network Dba Louis C Ciliberti & Associates, Ltd
    Plainview, NY
  • 11/2024 → Present
    Plainview, NY
  • 11/2017 → 12/2018
    Ameriprise Financial Services, Inc.
    Melville, NY
Previous Registrations
Other Businesses

1) Concurrent Investment Advisors DBA Louis C Ciliberti & Associates, Ltd. Investment Related. At registered location. RIA, Financial Advisor. Start 11/15/2024. 80hrs/mo, all during trading hours. Client interaction with regards to oversight and management of Investment Portfolio. 2) Louis C Ciliberti & Associates, Ltd. Non-Investment Related. At registered location. Life and Health Insurance sales and service. President. Start 1986. 40hrs/mo, none during trading hours. Executive and Administrative. 3) JGL Realty. Non-Investment Related. At registered location. Real Estate Holding Company, Manager. Start 1/2016. 5hrs/mo, none during trading hours. Real Estate Management, owner of small office building. 4) Owner; Best Interest Benefits, LLC; At registered location; Since 02/2022; Approximately 4 hours spent per month; Administrative 5) NYS Troopers Memorial Fund; Not Investment Related; P.O. Box 526 Mt Sinai NY 11766; 501(c)3 Charity; Board Member; April 2024; 5 hrs/mo. 0 during trading; Help raise donations for toy drive around the holidays, attend golf outing and cigar night, help give away food at Food drive. 6) I own an S-Corp 100% for the sale of life and health insurance own an LLC 100% that owns my office building. 7) Celebrity Equities LLC. Not Investment related. 980 Old Country Rd, Plainview NY 11803. Real Estate. Manager. 02/2025. Hrs/month 1 with 0 during trading hours. Land ownership. 8) Louis C. Ciliberti Associates Holdings, LLC Investment Related Located at 980 Old Country Rd Plainview NY 11803. Holding Company that accepts advisory fees and insurance commissions Owner. Start date 12/2024, 1 hour per month during business hours. 9) NY Edge. Non-Investment Related. 58-12 Queens BLVD Suite 1 Woodside, NY 11377. Board of Directors. Board Member. 12/1/2024. 1. 1 during securities trading hours. Attend meetings and events. 10) Catholic Faith Network. 1200 Glenn Curtis Blvd Uniondale, NY 11553. Board of Directors. Board Member. 1/1/1991. 1. 1 during securities trading hours. Attend meetings and events. 11) 1 Cool Blow 126 LLC. 980 Old Country Rd, Plainview, NY 11803. Owner. 3/19/2025. 0 hours per month during securities hours. Own Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-09-10
  • S63 Uniform Securities Agent State Law Examination
    1990-09-10
Designations
Other Names
  • Louis C Ciliberti

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