Douglas Alfredo Solorzano
Investment adviser representative at Concurrent Investment Advisors, LLC
33 yearsExperience
2 statesRegistered 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
33 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to now
- Concurrent Investment Advisors LLC dba Das Wealth MgmtJan 2022 to now
- Das Asset Holdings, Inc.Dec 2010 to now
- Das Enterprises, Inc. (dba: Das Services)Jul 1993 to now
- Raymond James Financial Services Advisors, IncJan 2022 to Apr 2023
- Raymond James Financial Services, IncJan 2022 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
- Wells Fargo Advisors LLCDec 2009 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2183007
- Firm CRD
- 323135