Adviser and broker representative · Concurrent Investment Advisors, LLC
George F. Crowley III
CRD 1157117 · Plainview, NY
At a glance
George F. Crowley III is an investment adviser representative with Concurrent Investment Advisors, LLC in Plainview, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on George’s SEC record dates to 2004, about 22 years ago. George is also registered as a broker representative.
Current advisory firm
- Concurrent Investment Advisors, LLCSince November 2024Plainview, NY · $16B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
George’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Concurrent Investment Advisors, LLC
- Kathryn W. Buck CannellaPlainview
- Joseph F. CilibertiPlainview
- Louis C. CilibertiPlainview · Certified Financial Planner, Chartered Financial Consultant
- Rebecca R. AbelTampa · Certified Financial Planner
- Amanda T. AdamsNorth Attleborough · Certified Financial Planner
- David B. AhlquistTampa · Certified Financial Planner
- Christopher S. AireyMcLean · Certified Financial Planner
- Steven G. AlbrittonLakewood Ranch · Certified Financial Planner
Every advisor at Concurrent Investment Advisors, LLC →Concurrent Investment Advisors, LLC: assets, clients and custodians →Concurrent news, moves and payouts →Financial advisors in Plainview, NY →Every Concurrent Investment Advisors, LLC advisor in Plainview →Advisor Moves: who changed firms this week →