Unclaimed Profile

Courtney Tara Haddad

CONCURRENT INVESTMENT ADVISORS, LLC·TAMPA, Florida

SIE, Series 4, Series 7, Series 24, Series 31, Series 63, Series 65Clean record21 years registeredCONCURRENT INVESTMENT ADVISORS, LLC

100 S. ASHLEY DRIVE, TAMPA, FL 33602CRD# 3169496Firm CRD# 323135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Courtney Tara Haddad · TAMPA, FL

Registration

CRD #3169496 · CONCURRENT INVESTMENT ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

Nov 2022 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Nov 2022

Tampa, FL

RAYMOND JAMES FINANCIAL SERVICES

Nov 2004 – Oct 2009

DELAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · November 17, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCURRENT INVESTMENT ADVISORS, LLC

CRD 323135 · SEC 801-126555

AUM

$6.3B

Regulatory assets under management

Employees

141

18,097 client accounts

Services offered by CONCURRENT INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCURRENT INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Courtney Tara Haddad offer?

Courtney Tara Haddad specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Courtney Tara Haddad's credentials?

Courtney Tara Haddad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtney Tara Haddad located?

Courtney Tara Haddad is based in TAMPA, Florida, working with CONCURRENT INVESTMENT ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Courtney Tara Haddad charge for services?

Courtney Tara Haddad's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCURRENT INVESTMENT ADVISORS, LLC?

CONCURRENT INVESTMENT ADVISORS, LLC has approximately 141 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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