Nicholas
Klein
Concurrent Investment Advisors, LLC
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About this Advisor
Nicholas Klein is a financial advisor working out of Tampa, Florida. Klein is currently employed by Concurrent Investment Advisors, LLC. Over the course of their career, they have held roles at Raymond James Financial Services, Inc, Snl Companies, Jimmy Johns, Florida State University, Raymond James Financial Services Advisors Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. Klein holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Concurrent Investment Advisors, LLC is a business based out of Tampa, FL. It has offices in 10 locations and a total of 16 financial advisors. It administers $140 million in assets between its 854 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 854 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on the services provided. Fees billed by Concurrent Investment Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$139,885,000
16
854
$163,800
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
Nicholas has been registered as a financial advisor for 0 years.*
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
Jimmy Johns
Florida State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Virginia Beach, VA
Portland, OR
Mandeville, LA
Tampa, FL
Tampa, FL
Tampa, FL
West Berlin, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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