Timothy Paul Miller
Investment adviser representative at Concurrent Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Baxter Services LLCApr 2023 to now
- Ascentis Independent AdvisorsJan 2026 to Sep 2026
- Org PartnersAug 2024 to Jan 2026
- Cetera Investment Advisers LLCJun 2023 to Jul 2024
- Cetera Advisor Networks LLCJan 2013 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624708
- Firm CRD
- 323135