Adviser and broker representative · Concurrent Investment Advisors, LLC
Tobia J. Pierce
CRD 6417151 · Xenia, OH
At a glance
Tobia J. Pierce is an investment adviser representative with Concurrent Investment Advisors, LLC in Xenia, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tobia’s SEC record dates to 2019, about 7 years ago. Tobia is also registered as a broker representative.
Current advisory firm
- Concurrent Investment Advisors, LLCSince October 2026Xenia, OH · $16B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Tobia’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
- 1 firmLocked
- 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.