Christopher Joseph Davitt

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

• 07/2009 → 02/2024
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 10/2025 → Present
  Proxima Wealth Partners Llc
  Tampa, FL
• 12/2025 → Present
  Proxima Wealth Advisors Llc
  Tampa, FL
• 03/2024 → 09/2025
  Unemployed
  Tampa, FL
• 07/2026 → Present
  Concurrent Investment Advisors, Llc
  Tampa, FL

Previous Registrations

• 2010-12-17 → 2024-02-06
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

1) Proxima Wealth Partners LLC; Not investment-related; Same address; Servicing company supporting operations of registered investment advisors; Owner; Provide back office and operational support, technology, and compliance solutions to registered investment advisors; Approx. 25% of time during the month. 2) Frameworks of Tampa Bay; Not investment-related; 402 E Oak Ave, Tampa, FL. 33602; Non-profit organization; Board Chair; Lead board of directors, oversee governance function, lead strategic planning process; 5% of time during the month. 3) We own a beach home in Boca Grande, FL, and we rent it while we are not using it. We earn $30k-$50k per year depending on how often it rents. The address of the property is: 420 Guld Blvd Unit #20 Boca Grande, FL 33921.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-15

Designations

• Chartered Financial Analyst

Other Names

• Chris J Qavitt
• Christopher J Davitt