Nicholas Johnstone Troiano
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Concurrent Investment Advisors, LLCMay 2026 to now
- Tavo WealthMay 2026 to now
- Raymond James & Associates, Inc.Apr 2022 to Apr 2026
- TIAAApr 2015 to Apr 2022
- TIAA-CREF Individual & Institutional Services LLCApr 2015 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 4056883
- Firm CRD
- 323135