Sonia Kunal Patel

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

• 08/2016 → 10/2019
  Wells Fargo Advisors
  St. Petersburg, FL
• 09/2016 → 11/2019
  Wells Fargo Clearing Services, Llc
  Palm Harbor, FL
• 11/2019 → 05/2023
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 11/2019 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  St. Petersburg, FL
• 05/2023 → Present
  Concurrent Investment Advisors Dba Family Wealth Solutions
  Bradenton, FL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-11-19 → 2023-05-12
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 2019-08-05 → 2019-11-06
  Wells Fargo Clearing Services, Llc
  Palm Harbor, FL
  Tampa, FL
  St. Petersburg, FL

Other Businesses

1) Concurrent Investment Advisors DBA Family Wealth Solutions. Investment Related. 8652 SR 70 E Bradenton, FL 34202. RIA. IAR. 5/9/2023. Hrs/month 160 all during trading hours. Support financial advisor. 2) Ennistymon. Investment Related. 8652 SR 70 E Bradenton, FL 34202. Support Company. Senior Registered Client Associate. 11/01/2019. Hrs/month 160 with 0 during trading horus. Support financial advisors.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-03
• S63 Uniform Securities Agent State Law Examination
  2014-11-08

Other Names

• Sonia A. Desai
• Sonia K. Patel
• Sonia Patel
• Sonia A. Desai