Brent Russel Mekosh
Investment adviser representative at Concurrent Investment Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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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
19 years in the industry.
- Concurrent Investment Advisors, LLCApr 2024 to now
- Concurrent Investment Advisors dba the Wealth StewardsApr 2024 to now
- Purshe Kaplan Sterling InvestmentsApr 2024 to now
- Mekosh Financial ServicesMay 2007 to now
- Raymond James Financial Service Advisors, Inc.Jan 2009 to Apr 2024
- Raymond James Financial ServicesJul 2008 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 2247958
- Firm CRD
- 323135