Liatriz Estella Levy

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

• 10/2009 → 04/2022
  Merrill Lynch
  Albuquerque, NM
• 06/2011 → 04/2022
  Bank Of America,N.A.
  Albuquerque, NM
• 04/2022 → 04/2023
  Raymond James Financial Services, Inc.
  Albuquerque, NM
• 04/2022 → 04/2023
  Raymond James Financial Services Advisors, Inc.
  Albuquerque, NM
• 04/2022 → Present
  The Hamilton Group
  Albuquerque, NM
• 04/2022 → 04/2023
  Concurrent Advisors
  Albuquerque, NM
• 04/2022 → 04/2023
  Raymond James
  Albuquerque, NM
• 04/2023 → Present
  Concurrent Investment Advisors Llc Dba Old Time Advisors
  Albuquerque, NM
• 04/2023 → 11/2023
  Pks Investments
  Albany, NY

Previous Registrations

• 2022-04-08 → 2023-05-15
  Raymond James Financial Services Advisors, Inc
  Albuquerque, NM
• 2009-10-23 → 2022-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM
  Albuquerque, NM
  San Antonio, TX
• 2008-07-17 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Albuquerque, NM

Other Businesses

(1) Concurrent Investment Advisors DBA Old Town Advisors. Investment Related. 2021 Mountain Rd NW, Albuquerque, NM, 87104-1444, United States. RIA. Financial Advisor. 04/08/2022. hrs/month 160 all during trading hrs. Providing financial advice/Maintaining administrative needs for the DBA; Account Management, Systems and Organization (2) Fixed Insurance, Is the business investment related - No, Insert Address2021 Mountain Road NW Albuquerque, NM 87104, Fixed / Traditional Insurance, Agent, 04/2023, hours/month you devote to the other business - 4 hrs 4 hours, duties relating to the other business - Sales of Fixed / Traditional insurance products (3) The Hamilton Group. Not Investment related. 5251 DTC Parkway Suite 700 Greenwood Village, CO 80111. Holding Company. Owner. 4/8/2022. 2 hrs/month with .5hr during trading hrs. To provide infrastructure and admin support. 4.) Agri-Equine LLC - Not Investment Related. 2200 Don Andres SW Albuquerque, NM 87105. LLC Owner 4/1/2024. 20 hours a month 5 during trading hours. Duties: Enterprise associated with the LLC is under development (clinics, learning platforms, hands-on opportunities).

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-16
• S63 Uniform Securities Agent State Law Examination
  1997-03-18

Other Names

• Lia Levy
• Liat Lia
• Liatriz Estella Levy
• Liatriz Estella Levy-Gallardo
• Lia Levy