Concurrent Investment Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

323135

SEC number

801-126555

Firm type

RIA

Assets under management

$15.7B as of Jun 1, 2026

Website

www.nextretirementsolutions.com ↗

Phone

813-709-8800

Address

100 S. Ashley Drive, Tampa, FL, 33602

Advisors at this firm

218 in our index · page 1 of 5

• Ramin Nathaniel AbramsCRD 6705502 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Bjorn AhlquistCRD 4081877 · Houston, TX
  IA RegisteredRegistration inactive
• George Andrew Henry ArkyCRD 1377559 · Durham, NC
  IA RegisteredRegistration inactive
• Amanda Talbot AdamsCRD 6905985 · North Attleborough, MA
  IA RegisteredBroker
• Vincent ArnoldCRD 7374601 · Houston, TX
  IA RegisteredRegistration inactive
• Amir A BararCRD 3105445 · Walnut Creek, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Cyrus Askari BaravatiCRD 6117211 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Grace BasiloneCRD 1023863 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Michael Robert BauerCRD 4451149 · Grosse Pointe, MI
  IA RegisteredRegistration inactive
• Jeffery Paul BedfordCRD 2457808 · Kingsport, TN
  IA RegisteredRegistration inactive
• Leah Rebecca BennettCRD 2213299 · Houston, TX
  IA Registered
• Patrick Ryan BindelCRD 6710249 · St. Simons Island, GA
  IA RegisteredBroker
• Warren James BowmanCRD 1246527 · St Petersburg, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Donald BreeseCRD 4240878 · Scottsdale, AZ
  IA RegisteredBroker
• Kenneth Edward ByrneCRD 7121475 · Federal Way, WA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brittany Lynn BaileyCRD 6704079 · Savannah, GA
  IA RegisteredBroker
• David George BalandCRD 2164956 · Tampa, FL
  IA RegisteredBroker
• Gavin Kit BaxterCRD 8119832 · The Woodlands, TX
  IA Registered
• Julio I BedollaCRD 7199419 · Baton Rouge, LA
  IA RegisteredRegistration inactive
• Stephen Edward BielkeCRD 2440834 · Tampa, FL
  IA RegisteredRegistration inactive
• Kenneth J CalhounCRD 2001112 · Charlotte, NC
  IA RegisteredRegistration inactive
• Jerome CaulkCRD 1540398 · Dallas, TX
  IA RegisteredRegistration inactive
• Louis Cosmo CilibertiCRD 2074634 · Plainview, NY
  IA RegisteredBroker
• Alan Scott CohenCRD 1418791 · Malton, NJ
  IA RegisteredRegistration inactive
• Timothy Lee ColvinCRD 2580775 · Kingsport, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Zachary Ethan ColvinCRD 7434798 · Kingsport, TN
  IA RegisteredRegistration inactive
• Kimberly Lynn CorrenteCRD 1886074 · Fresno, CA
  IA RegisteredBroker
• George Flurence CrowleyCRD 1157117 · Plainview, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Andre CrowneCRD 1749805 · Bradenton, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Patrick CulverCRD 1844054 · Longmont, CO
  IA Registered
  Disclosure event(s) on record
• Trent David CulverCRD 2403717 · Greenwood Village, CO
  IA RegisteredRegistration inactive
• Juan Sebastian CasasCRD 8272173 · Houston, TX
  IA Registered
• Laura Nicole ChristoffersonCRD 5912322 · Bellevue, WA
  IA RegisteredRegistration inactive
• Joseph Frank CilibertiCRD 7383996 · Plainview, NY
  IA RegisteredBroker
• Colin John ClarksonCRD 7427194 · Alpharetta, GA
  IA RegisteredRegistration inactive
• David Sampson ColemanCRD 7101055 · Lebanon, VA
  IA RegisteredRegistration inactive
• Jack Wyeth CooperCRD 8127865 · Lebanon, VA
  IA Registered
• Charles Joseph CostaCRD 1084949 · Alpharetta, GA
  IA RegisteredRegistration inactive
• William Harrison CoxCRD 7813053 · Anderson, SC
  IA Registered
• Michael Andrew CrowneCRD 8253296 · Bradenton, FL
  IA Registered
• Joseph Paul D'anniballeCRD 2120625 · Akron, OH
  IA RegisteredBroker
• Richard S DanielsonCRD 4839525 · Mandeville, LA
  IA RegisteredBroker
• Damon Eugene DelilloCRD 4780359 · San Diego, CA
  IA RegisteredRegistration inactive
• Bruce Alan DipietroCRD 2493628 · Canton, OH
  IA RegisteredRegistration inactive
• Stevan Thomas DorityCRD 4956865 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anthony Michael DavidCRD 4300274 · Washington, DC
  IA RegisteredBroker
• Joshua Patrick DonCRD 7556343 · Tampa, FL
  IA Registered
• Steven Arnold EngelstadCRD 6173712 · Columbus, IN
  IA RegisteredRegistration inactive
• Jennifer Vallee EnlowCRD 4849622 · Pineville, LA
  IA Registered
• Bailey EdmondsCRD 7985240 · Augusta, GA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.