Kevin Victor Pinto
Investment adviser representative at Concurrent Investment Advisors, LLC
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Concurrent Investment Advisors, LLCJul 2026 to now
- Raymond James Financial Services Advisors Inc.Jul 2011 to Jul 2026
- Raymond James Financial Services, IncJul 2011 to Jun 2026
- Wike Financial dba Potomac Financial GroupJul 2011 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 3173515
- Firm CRD
- 323135