TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”). Advancing on its ...

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 ...

Two weeks ago, Tampa, Fla.-based Concurrent Investment Advisors announced that it had added seven advisory firms in the fourth quarter, lifting assets under advisement past $15 billion and growing ...