Unclaimed Profile

Joseph Gerard Mcquaid

CONCURRENT INVESTMENT ADVISORS, LLC·TAMPA, Florida

SIE, Series 6, Series 7, Series 63, Series 65Clean record24 years registeredCONCURRENT INVESTMENT ADVISORS, LLC

100 S. ASHLEY DRIVE, TAMPA, FL 33602CRD# 4132950Firm CRD# 323135

Profile Verification

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

Identity

Joseph Gerard Mcquaid · TAMPA, FL

Registration

CRD #4132950 · CONCURRENT INVESTMENT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

Dec 2025 – present

IMPRINT WEALTH LLC

Jul 2022 – Jun 2024

MOUNT PLEASANT, SC

EUDAIMONIA PARTNERS, LLC

Dec 2020 – Jun 2022

Mt. Pleasant, SC

WEALTHSHIELD LLC

Jul 2018 – Sep 2020

CARY, NC

GUGGENHEIM INVESTMENTS

Mar 2014 – Oct 2015

MT PLEASANT, SC

AMERICAFIRST CAPITAL MANAGEMENT, LLC

Jan 2012 – Jan 2012

CHESTER SPRINGS, PA

LPL FINANCIAL LLC

Jul 2011 – Dec 2011

KING OF PRUSSIA, PA

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Jul 2002 – May 2011

PARSIPPANNY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 23, 2002

Years registered · 24

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 Joseph Gerard Mcquaid offer?

Joseph Gerard Mcquaid specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Joseph Gerard Mcquaid's credentials?

Joseph Gerard Mcquaid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Gerard Mcquaid located?

Joseph Gerard Mcquaid 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 Joseph Gerard Mcquaid charge for services?

Joseph Gerard Mcquaid'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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