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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-12 |
| NY | RA | APPROVED | 2024-01-11 |
Branch Locations
250 West 57Th Street, New York, NY 10107 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2016 | 02/2017 |
| Morgan Stanley | Los Angeles | CA | 04/2017 | 07/2017 |
| Unemployment | Los Angeles | CA | 02/2017 | 03/2017 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 07/2017 | 12/2023 |
| Axa Advisors | Los Angeles | CA | 10/2016 | 02/2017 |
| Wells Fargo Advisors | New York | NY | 07/2017 | 12/2023 |
| Concurrent Investment Advisors, Llc | New York | NY | 01/2024 | Present |
1.) RENTAL PROPERTY; INV. RELATED; LOS ANGELES,CA; 30% OWNERSHIP; START 8/16/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; OWNER. 517 W. 84TH STREET APTS, LLC; NOT INV. RELATED; LOS ANGELES,CA; 30% OWNERSHIP; START DATE 08/16/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY. 916 84TH STREET APTS, LLC; NOT INV. RELATED; LOS ANGELES,CA; 30% OWNERSHIP; START 8/16/2021; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY. 2.) RENTAL PROPERTY; INV. RELATED; LOS ANGELES,CA; 20% OWNERSHIP; START 8/2/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; OWNER. AVALON APARTMENTS, LLC; NOT INV. RELATED; LOS ANGELES,CA; 20% OWNERSHIP; START 8/2/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY. 928 W. 83'RD STREET APTS, LLC; NOT INV. RELATED; LOS ANGELES,CA; 20% OWNERSHIP; START 8/2/2021; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL PROPERTY. HENNIE & RAMINO LLC, INVT RELATED, KINGS POINT, NY, 50% OWNERSHIP, START DATE 10/14/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, PASSIVE INVESTOR FOR REAL ESTATE INVESTMENTS. 3.) Rental Propery - Investment Related: Yes - Rampart Palace Apartments 446 S Rampart Blvd, Los Angeles, CA. 90057 -Apartment Rentals - Passive Real Estate investor - Start Date: 5/1/2025 -1 hour per month. - Passive Investor for real estate investments. 4.) Fixed Insurance - Investment Related: Yes - 250 W 57th St Suite 932 New York, NY. 10107 - Insurance Sales - Agent - 1/11/2024 - 5 Hours a month - Sales of traditional and fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-14 |
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