Nicholas
Hamilton
Concurrent Investment Advisors, LLC
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About this Advisor
Nicholas Hamilton is a financial advisor based in Englewood, Colorado, working with Concurrent Investment Advisors, LLC. Nicholas has previously held positions at Morgan Stanley, Raymond James Financial Services, Inc, Hg & Ca, LLC, Concurrent Investment Advisors LLC Dba The Hamilton Group, and Purshe Kaplan Sterling Investment Company. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Nicholas is part of Concurrent Investment Advisors, LLC, which operates out of Englewood, Colorado. 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
Office Location
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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
Nicholas Hamilton Work History
Purshe Kaplan Sterling Investment Company
Hg & Ca, LLC
Concurrent Investment Advisors LLC Dba The Hamilton Group
Raymond James Financial Services, Inc
Morgan Stanley
Disclosures
Please visit the SEC profile of Nicholas Hamilton 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
Bradenton, FL
West Berlin, NJ
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Alpharetta, GA
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