Bruce Alan Dipietro
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Concurrent Investment Advisors, LLCOct 2025 to now
- Brookshire Wealth ManagementJan 2018 to now
- Wealthsource Partners, LLCSep 2021 to Nov 2022
- Livingston Group Asset Management Company dba Southport CapitalMar 2021 to Sep 2021
- LPL Financial LLCJan 2018 to Feb 2021
- Sivel Capital Management, Inc.Jun 2015 to Jan 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2493628
- Firm CRD
- 323135