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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in New York

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

The short answer

6 registered advisors work at Concurrent Investment Advisors, LLC in New York, out of 310 nationwide; it's the firm's number 7 state by advisors, and the most are in Newburgh (4). 1 list the CFP designation and 3 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors by city in New York

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Newburgh 4Irvington 1New York 1Plainview 1Rhinebeck 1Saratoga Springs 1

Concurrent Investment Advisors, LLC advisors in New York, 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 11Maryland 8New Jersey 7Louisiana 5North Carolina 4Arizona 3Illinois 3Indiana 3Massachusetts 3Ohio 3Oregon 3Washington 3

Questions

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

6 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 310 at the firm nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

Newburgh, with 4, then Irvington (1). Concurrent Investment Advisors, LLC has advisors in 6 cities in New York.

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

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.