Sonia
Patel
Concurrent Investment Advisors, LLC
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About this Advisor
Sonia Patel is a financial advisor based in Bradenton, Florida, working with Concurrent Investment Advisors, LLC. Sonia has previously held positions at Fifth Third Securities, Wells Fargo Advisors, Fifth Third Bank, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors Dba Family Wealth Solutions, and Purshe Kaplan Sterling Investments. Sonia has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Sonia 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
Sonia Patel Work History
Concurrent Investment Advisors Dba Family Wealth Solutions
Purshe Kaplan Sterling Investments
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Fifth Third Securities
Fifth Third Bank
Fifth Third Bank
Disclosures
Please visit the SEC profile of Sonia Patel 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
West Berlin, NJ
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Alpharetta, GA
Tampa, FL
Bradenton, FL
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