Shikha Midha

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

• 09/2014 → 01/2017
  Wells Fargo Bank, Na
  Somerset, NJ
• 01/2017 → 06/2020
  Morgan Stanley
  Warren, NJ
• 06/2018 → 05/2020
  Morgan Stanley Private Bank, National Association
  Warren, NJ
• 06/2020 → 02/2024
  Fidelity Brokerage Services
  Bridgewater, NJ
• 02/2024 → 07/2024
  Njdol
  Bridgewater, NJ
• 07/2024 → Present
  Concurrent Investment Advisors, Llc
  Dallas, TX
• 07/2024 → Present
  Purshe Kaplan Sterling
  Albany, NY

Previous Registrations

• 2020-06-17 → 2024-03-08
  Fidelity Personal And Workplace Advisors
  Bridgewater, NJ
• 2017-05-18 → 2020-05-28
  Morgan Stanley
  Warren, NJ

Other Businesses

1. Concurrent Investment Advisors dba Wealth Partners Alliance. Invesment Related. At Registered Location. RIA. Wealth Manager. Start Date: 07/2024. 120 hrs/ month; all during trading hours. Wealth management and financial planning. 2. PKSF. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 06/18/2024. 4 hrs/ month; all during trading hours. Provide insurance advice to based on the needs of client(s). 3. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 06/18/2024. 4 hrs/ month; all during trading hours. Provide insurance advice to based on the needs of client(s).

Exams

• S66 Uniform Combined State Law Examination
  2017-05-12