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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Grosse Pointe, MI

Every SEC-registered investment adviser representative at a Concurrent Investment Advisors, LLC office in Grosse Pointe, A to Z.

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Grosse Pointe, out of 310 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 1 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Grosse Pointe, A to Z

Every Concurrent Investment Advisors, LLC advisor →

Concurrent Investment Advisors, LLC advisors in every city and 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 advisors in other cities

Tampa, FL 125Houston, TX 14McLean, VA 14Dallas, TX 13San Diego, CA 8Alpharetta, GA 5Ashton, MD 5Bradenton, FL 5The Woodlands, TX 4Atlanta, GA 3Charlotte, NC 3Chicago, IL 3Colorado Springs, CO 3Fort Lauderdale, FL 3Greenwood Village, CO 3

Other firms in Grosse Pointe

All Grosse Pointe advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Ameriprise Financial Services, LLC 7J.P. Morgan Securities LLC 5Stifel, Nicolaus & Company, Incorporated 5Charles Schwab & Co., Inc. 4

Questions

How many financial advisors does Concurrent Investment Advisors, LLC have in Grosse Pointe?

3 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Grosse Pointe, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 310 nationwide. 0 list the CFP designation and 1 are also registered as broker representatives.

Is Concurrent Investment Advisors, LLC one of the largest advisor employers in Grosse Pointe?

Concurrent Investment Advisors, LLC ranks number 6 in Grosse Pointe by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 18.

How do I check a Concurrent Investment Advisors, LLC advisor in Grosse Pointe?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.