Courtney Tara Haddad
Investment adviser representative at Concurrent Investment Advisors, LLC
25 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
25 years in the industry.
- Concurrent Asset ManagementJul 2024 to now
- Concurrent Investment Advisors, LLCNov 2022 to now
- Concurrent Advisors, LLCNov 2022 to now
- Purshe Kaplan Sterling Investments, Inc.Nov 2022 to now
- Raymond James Financial Services Advisors, Inc.Jan 2009 to Nov 2022
- Raymond James Financial Services, Inc.Feb 2002 to Nov 2022
- Property RentalsApr 2001 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3169496
- Firm CRD
- 323135