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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-31 |
| TX | RA | APPROVED | 2026-03-31 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 02/2021 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 02/2021 | 03/2026 |
| Concurrent Investment Advisors, Llc | Charlotte | NC | 03/2026 | Present |
| Nine Bridge Financial Partners | Charlotte | NC | 02/2021 | Present |
NINE BRIDGE FINANCIAL PARTNERS LLC, INV RELATED, CHARLOTTE, NC, 33.33% OWNERSHIP, START 2/5/2021, 160 HOURS PER MONTH, 7 HOURS DURING TRADING, LLC under which general business administration and advisory services are conducted.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-03 |
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