Nicholas
Klein
Concurrent Investment Advisors, LLC
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About this Advisor
Nicholas Klein is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. Nicholas has previously held positions at Raymond James Financial Services, Inc, Snl Companies, Raymond James Financial Services Advisors Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors, LLC, and Purshe Kaplan Sterling Investments, Inc. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Nicholas 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
Nicholas Klein Work History
Purshe Kaplan Sterling Investments, Inc
Concurrent Investment Advisors, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Snl Companies
Disclosures
Please visit the SEC profile of Nicholas Klein 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
Bradenton, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Tampa, FL
Tampa, FL
Colorado Springs, CO
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