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, ...

Highguard's Steam CCU fell by 90 percent on launch day.

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 ...