Chad
Mcqueen
Concurrent Investment Advisors, LLC
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About this Advisor
Chad Mcqueen is a financial advisor based in West Berlin, New Jersey, working with Concurrent Investment Advisors, LLC. Chad has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Pennington Quality Market, Ewing High School, Mercer County Community College, The College Of New Jersey, Serve Management Group Dba Mission Serve, and Concurrent Investment Advisors, LLC. Chad has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Chad is part of Concurrent Investment Advisors, LLC, which operates out of West Berlin, New Jersey. 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
Chad Mcqueen Work History
Concurrent Investment Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Pennington Quality Market
The College Of New Jersey
Serve Management Group Dba Mission Serve
Mercer County Community College
Ewing High School
Disclosures
Please visit the SEC profile of Chad Mcqueen 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
Tampa, FL
Colorado Springs, CO
West Berlin, NJ
Tampa, FL
Tampa, FL
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