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You can search for an Investment Adviser firm on this website and view the registration or reporting form ("Form ADV") that the adviser filed. This website will also search FINRA's BrokerCheck system and indicate whether an entity is a Brokerage firm.
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.
You can view an SEC-registered investment adviser, SEC Exempt Reporting Adviser, or State-registered adviser's most recent Form ADV online by clicking on the Investment Adviser Search link on the left navigation panel of this page.
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.
Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings".
IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.
Effective: October 4, 2023. This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Concurrent Investment Advisors, LLC (“Concurrent” or the “Advisor”). If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at (813) 575-2652.