Traci Ann Provost

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

• 05/2013 → 05/2017
  Price Financial Group
  Wilton, CT
• 06/2013 → 04/2017
  Lpl Financial Llc
  Wilton, CT
• 08/2013 → 05/2017
  Private Advisor Group, Llc
  Morristown, NJ
• 01/2018 → 06/2019
  Catamount Wealth Management
  Westport, CT
• 05/2017 → 01/2019
  Southport Congregational Church
  Southport, CT
• 07/2019 → 11/2020
  Crestwood Advisors Group, Llc
  Westport, CT
• 11/2020 → Present
  Divorce Financial Care
  Westport, CT
• 03/2025 → Present
  Concurrent Investment Advisors, Llc
  Westport, CT

Previous Registrations

• 2021-03-26 → 2025-03-20
  Raymond James Financial Services Advisors, Inc
  Westport, CT
• 2019-07-24 → 2020-11-30
  Crestwood Advisors
  Boston, MA
  Westport, CT
• 2019-01-14 → 2019-07-29
  Catamount Wealth Management
  Westport, CT
• 2013-08-07 → 2017-05-12
  Private Advisor Group, Llc
  Wilton, CT
  Morristown, NJ
• 2012-04-16 → 2013-06-22
  Jackson, Grant Investment Advisers, Inc.
  Stamford, CT
• 2010-08-28 → 2011-08-19
  Morgan Stanley
  Westport, CT

Other Businesses

Divorce Financial Planning and Financial Neutral Collaborative Divorce specialist.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-07

Other Names

• Traci Ann Martin