TAMPA, Fla.--(BUSINESS WIRE)--Concurrent Investment Advisors, LLC (“Concurrent”), a multi-custodial, hybrid registered investment adviser, continues to attract advisors across the industry, adding six ...

Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, acquired the first firm on its platform this week. However, CEO Nate Lenz said the deal is not a ...

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