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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Northfield, NJ

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

The short answer

3 registered advisors work at Concurrent Investment Advisors, LLC in Northfield, out of 310 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Northfield, 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 Northfield

All Northfield advisors →

Morgan Stanley 19UBS Financial Services Inc. 14Cra Financial Services, L.L.C. 8Toews Asset Management 8

Questions

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

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

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

Concurrent Investment Advisors, LLC ranks number 5 in Northfield by registered advisors; Morgan Stanley has the most, with 19.

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

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.