AdvisorOS Directory
Claim Profile
SS

Scott Alexander Steele

CONCURRENT INVESTMENT ADVISORS, LLC·TAMPA, Florida
Unclaimed Profile
100 S. ASHLEY DRIVE, TAMPA, FL 33602CRD# 6076330Firm CRD# 323135
01

About

Scott Alexander Steele 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# 6076330
Firm CRD# 323135
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Browse TAMPA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Scott Alexander Steele offer?
Scott Alexander Steele specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.
What are Scott Alexander Steele's credentials?
Scott Alexander Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Alexander Steele located?
Scott Alexander Steele 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 Scott Alexander Steele charge for services?
Scott Alexander Steele'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CONCURRENT INVESTMENT ADVISORS, LLC

Courtney Tara Haddad
TAMPA, FL
Nathan Matthew Lenz
TAMPA, FL
Joseph Gerard Mcquaid
TAMPA, FL
Kevin Mcfarland
TAMPA, FL

More Advisors in TAMPA, Florida

William Eugene Hamm
IFP ADVISORS, LLC·TAMPA, FL
CFPChFC
Daniel Joseph Mills
RETAIL INTELLIGENCE GROUP, LLC·TAMPA, FL
Jr. Randal Mcvey
RETAIL INTELLIGENCE GROUP, LLC·TAMPA, FL
John Gay Whisenant
IFP ADVISORS, INC.·TAMPA, FL
J. Roger Friedman
RETAIL INTELLIGENCE GROUP, LLC·TAMPA, FL
Kurt Walker Lofgren
JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile