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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in New Jersey

Every SEC-registered investment adviser representative at a Concurrent Investment Advisors, LLC office in New Jersey, by city and A to Z.

The short answer

6 registered advisors work at Concurrent Investment Advisors, LLC in New Jersey, out of 310 nationwide; it's the firm's number 9 state by advisors, and the most are in Northfield (4). 1 list the CFP designation and 2 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors by city in New Jersey

Every firm in New Jersey →

Northfield 4Basking Ridge 1Malton 1West Berlin 1

Concurrent Investment Advisors, LLC advisors in New Jersey, A to Z

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Concurrent Investment Advisors, LLC advisors in every state →Concurrent Investment Advisors, LLC: assets, clients and custodians →Concurrent news and advisor moves →Advisor Moves: who changed firms this week →

Concurrent Investment Advisors, LLC in other states

Florida 152Texas 27Virginia 27Colorado 13California 11Georgia 11New York 9Maryland 8Louisiana 5North Carolina 4Arizona 3Illinois 3Indiana 3Massachusetts 3Ohio 3Oregon 3Washington 3

Questions

How many Concurrent Investment Advisors, LLC financial advisors are in New Jersey?

6 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 310 at the firm nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Where in New Jersey does Concurrent Investment Advisors, LLC have the most advisors?

Northfield, with 4, then Basking Ridge (1). Concurrent Investment Advisors, LLC has advisors in 4 cities in New Jersey.

How do I check a Concurrent Investment Advisors, LLC advisor in New Jersey?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Concurrent Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.