Unclaimed Profile

Nathan Matthew Lenz

CONCURRENT INVESTMENT ADVISORS, LLC·TAMPA, Florida

SIE, Series 7, Series 24, Series 66Clean record18 years registeredCONCURRENT INVESTMENT ADVISORS, LLC

100 S. ASHLEY DRIVE, TAMPA, FL 33602CRD# 5355530Firm CRD# 323135

Profile Verification

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

Identity

Nathan Matthew Lenz · TAMPA, FL

Registration

CRD #5355530 · CONCURRENT INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CONCURRENT INVESTMENT ADVISORS, LLC

May 2023 – present

WEALTHSHIELD LLC

Jul 2018 – Jun 2022

CARY, NC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 2013 – Aug 2016

ST. PETERSBURG, FL

RAYMOND JAMES & ASSOCIATES, INC.

Jun 2011 – Jun 2012

ST. PETERSBURG, FL

H.D. VEST ADVISORY SERVICES, INC

Feb 2008 – Mar 2010

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · February 29, 2008

Years registered · 18

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 Nathan Matthew Lenz offer?

Nathan Matthew Lenz specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Nathan Matthew Lenz's credentials?

Nathan Matthew Lenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Matthew Lenz located?

Nathan Matthew Lenz 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 Nathan Matthew Lenz charge for services?

Nathan Matthew Lenz'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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