Andrew
Graefe
Concurrent Investment Advisors, LLC
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About this Advisor
Andrew Graefe is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Andrew has previously held positions at Raymond James Financial Services, Inc, Sierra Nevada Corporation, Full Time Student, Raytheon Missile Systems, Anglers Accessories, Camp Timberline, Lifetime Fitness, Concurrent Investment Advisors Dba Legacy Private Wealth Partner, Purshe Kaplan Sterling Investments, Legacy Private Wealth Partners, and Concurrent Investment Advisors, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Andrew is part of Concurrent Investment Advisors, LLC, which operates out of Tampa, Florida. 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
Andrew Graefe Work History
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors, LLC
Concurrent Investment Advisors Dba Legacy Private Wealth Partner
Legacy Private Wealth Partners
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Sierra Nevada Corporation
Full Time Student
Raytheon Missile Systems
Full Time Student
Anglers Accessories
Full Time Student
Camp Timberline
Full Time Student
Full Time Student
Lifetime Fitness
Full Time Student
Disclosures
Please visit the SEC profile of Andrew Graefe 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
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Alpharetta, GA
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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