Andrew Ross Ramsey
Investment adviser representative at Concurrent Investment Advisors, LLC
11 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
11 years in the industry.
- Concurrent Investment Advisors, LLCSep 2023 to now
- Lumature Wealth Partners, LLCJun 2020 to now
- Purshe Kaplan Sterling InvestmentsSep 2023 to Nov 2024
- Raymond James Financial Services, Inc.Jun 2020 to Sep 2023
- Goldman SachsJul 2019 to Jun 2020
- Cetera Advisor Networks LLCNov 2017 to Jun 2020
- Ceter Adviser Networks LLCNov 2017 to May 2020
- United Capital Financial AdvisersJun 2013 to Jul 2019
- Girard Securities, Inc.Jun 2013 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 2494834
- Firm CRD
- 323135