Gabriel Kenneth Veve

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:

Current Employers

Concurrent Investment Advisors, Llc

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-10-20

CO RA
APPROVED

Since 2025-10-20

Branch Locations

100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States

5445 Dtc Parkway Suite 1100, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Fort Lauderdale	FL	06/2018	02/2022
Banana Republic	Orlando	FL	05/2018	05/2018
Consolidated Electrical Distr	Orlando	FL	06/2017	01/2018
University Of Central Florida	Orlando	FL	01/2018	05/2018
Unemployed	Orlando	FL	05/2016	06/2017
Charles Schwab Bank Ssb	Fort Lauderdale	FL	03/2020	06/2021
Charles Schwab & Co., Inc.	Fort Lauderdale	FL	06/2021	02/2022
Epicwest Culver Wealth Advisors, Llc	Broomfield	CO	04/2022	10/2025
Concurrent Investment Advisors, Llc	Greenwood Village	CO	10/2025	Present
Legacy Private Wealth Partners	Longmont	CO	10/2025	Present

06/2018 → 02/2022

Charles Schwab & Co., Inc.

Fort Lauderdale, FL
05/2018 → 05/2018

Banana Republic

Orlando, FL
06/2017 → 01/2018

Consolidated Electrical Distr

Orlando, FL
01/2018 → 05/2018

University Of Central Florida

Orlando, FL
05/2016 → 06/2017

Unemployed

Orlando, FL
03/2020 → 06/2021

Charles Schwab Bank Ssb

Fort Lauderdale, FL
06/2021 → 02/2022

Charles Schwab & Co., Inc.

Fort Lauderdale, FL
04/2022 → 10/2025

Epicwest Culver Wealth Advisors, Llc

Broomfield, CO
10/2025 → Present

Concurrent Investment Advisors, Llc

Greenwood Village, CO
10/2025 → Present

Legacy Private Wealth Partners

Longmont, CO

Previous Registrations

2022-04-22 → 2025-10-22

Cohesion Wealth Management, Llc

Broomfield, CO

Broomfield, CO
2021-06-09 → 2022-02-15

Charles Schwab & Co., Inc.

Orlando, FL

Plantation, FL

Fort Lauderdale, FL

Fort Lauderdale, FL

Miami, FL

Other Businesses

1.) Independent Insurance Agent- LIFE & HEALTH, VARIOUS CARRIERS. NOT INVESTMENT RELATED. SPENDS LESS THAN 10 HOURS/MONTH 2.) Gabriel Veve is a non-owner and acts as an Associate Advisor for Legacy Private Wealth Partners, a DBA under which name advisory services are conducted. 3.) Gabriel Veve is a non owner of Culver Investment Company, LLC, a support company in which production from advisory business is credited. 4.) Veve Wealth Advisors, LLC - Investment Related - Independent Insurance Agent - 40 hours per month. - selling fixed annuities through Allianz

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2018-08-03

S63 Uniform Securities Agent State Law Examination

2018-08-03

Designations

Certified Financial Planner

Other Names

Gabe Veve

View on SEC IAPD