Kelly
Mccloy
Concurrent Investment Advisors, LLC
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About this Advisor
Kelly Mccloy is a financial advisor based in Bradenton, Florida, working with Concurrent Investment Advisors, LLC. Kelly has previously held positions at Wells Fargo Advisors LLC, Wells Fargo, Ennistymon LLC, Concurrent Advisors Dba Family Wealth Solutions, Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisor, Inc, and Raymond James Financial Services, Inc. Kelly has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Kelly is part of Concurrent Investment Advisors, LLC, which operates out of Bradenton, 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
Kelly Mccloy Work History
Purshe Kaplan Sterling Investments
Ennistymon LLC
Concurrent Advisors Dba Family Wealth Solutions
Raymond James Financial Services Advisor, Inc
Raymond James Financial Services, Inc
Wells Fargo
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Kelly Mccloy 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
West Berlin, NJ
Tampa, FL
Bradenton, FL
Alpharetta, GA
Tampa, FL
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