Karch
Schwartz
Concurrent Investment Advisors, LLC
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About this Advisor
Karch Schwartz is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Karch has previously held positions at Fidelity Investments, University Of Colorado, Legend High School, Kpa, American Landscape And Design, Amc Theaters, Firehouse Subs, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors Dba Legacy Private Wealth Partner, and Purshe Kaplan Sterling Investment. Karch has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Karch 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
Karch Schwartz Work History
Concurrent Investment Advisors Dba Legacy Private Wealth Partner
Purshe Kaplan Sterling Investment
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Fidelity Investments
Kpa
University Of Colorado
University Of Colorado
American Landscape And Design
University Of Colorado
Amc Theaters
Amc Theaters
Firehouse Subs
Legend High School
Disclosures
Please visit the SEC profile of Karch Schwartz 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
West Berlin, NJ
Tampa, FL
Bradenton, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
Alpharetta, GA
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