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Financial ADVSR advisor directory · SEC adviser records

Concurrent Investment Advisors, LLC financial advisors in Newburgh, NY

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

The short answer

4 registered advisors work at Concurrent Investment Advisors, LLC in Newburgh, out of 310 at the firm nationwide; it ranks number 2 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.

Concurrent Investment Advisors, LLC advisors in Newburgh, 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 135McLean, VA 18Houston, TX 11San Diego, CA 9Dallas, TX 8Colorado Springs, CO 5Alpharetta, GA 4Ashton, MD 4Northfield, NJ 4The Woodlands, TX 4Bethesda, MD 3Bradenton, FL 3Fort Lauderdale, FL 3Lakewood Ranch, FL 3Lebanon, VA 3

Other firms in Newburgh

All Newburgh advisors →

Focused Wealth Management, Inc. 10Eagle Strategies LLC 3Edward Jones 3MML Investors Services, LLC 3Pfs Investments Inc. 3Wells Fargo Advisors Financial Network, LLC 3

Questions

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

4 investment adviser representatives are registered at Concurrent Investment Advisors, LLC offices in Newburgh, New York, 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 Newburgh?

Concurrent Investment Advisors, LLC ranks number 2 in Newburgh by registered advisors; Focused Wealth Management, Inc. has the most, with 10.

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

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.