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Courtney Tara Haddad

CONCURRENT INVESTMENT ADVISORS, LLC·TAMPA, Florida
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100 S. ASHLEY DRIVE, TAMPA, FL 33602CRD# 3169496Firm CRD# 323135
01

About

Courtney Tara Haddad is a registered financial advisor based in TAMPA, Florida, affiliated with CONCURRENT INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONCURRENT INVESTMENT ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
AUM
$6.3B
Regulatory assets under management
Employees
141
Total firm employees
View all advisors at CONCURRENT INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3169496
Firm CRD# 323135
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at CONCURRENT INVESTMENT ADVISORS, LLC

Nathan Matthew Lenz
TAMPA, FL
Joseph Gerard Mcquaid
TAMPA, FL
Scott Alexander Steele
TAMPA, FL
Kevin Mcfarland
TAMPA, FL

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