Dominic
Repetti
Concurrent Investment Advisors, LLC
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About this Advisor
Dominic Repetti is a financial advisor based in San Diego, California, working with Concurrent Investment Advisors, LLC. Dominic has previously held positions at Wells Fargo Advisors, LLC, Raymond James Financial Services Advisors Inc, Next Retirement Solutions, Ag Edwards/Wachovia/Wells Fargo, Concurrent Investment Advisors Dba Next Retirement Solutions, Purshe Kaplan Sterling Investments, Raymond James, and Concurrent Retirement Solutions. Dominic has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Dominic is part of Concurrent Investment Advisors, LLC, which operates out of San Diego, California. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Concurrent Investment Advisors, LLC Brokerage Details
$6,256,967,921
123
18,097
$345,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dominic Repetti Work History
Concurrent Investment Advisors Dba Next Retirement Solutions
Purshe Kaplan Sterling Investments
Concurrent Retirement Solutions
Next Retirement Solutions
Raymond James Financial Services Advisors Inc
Raymond James
Wells Fargo Advisors, LLC
Ag Edwards/Wachovia/Wells Fargo
Disclosures
Please visit the SEC profile of Dominic Repetti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concurrent Investment Advisors, LLC
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Bradenton, FL
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