Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has launched a minority stake division that has invested in two RIAs. Tampa-based Concurrent’s RIA ...
Concurrent Advisors had a busy first quarter. A distinctive type of office of supervisory jurisdiction providing a wide range of support to advisors leaving the wirehouses to strike out on their own, ...
TAMPA, Fla., April 17, 2025--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC ("Concurrent"), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the ...
The multi-custodial RIA attracts 5 new advisor groups at outset, with over 2 dozen additional advisor groups set to join in Q2 and Q3 TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC ...
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