Robert Raymond Musante
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
17 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Concurrent Investment Advisors LLC dba Columbia Associates WmApr 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to now
- Etr Financial LLCNov 2020 to now
- Raymond James Financial Services Advisors, Inc.Oct 2018 to Apr 2023
- Raymond James Financial Services, Inc.Oct 2018 to Apr 2023
- LPL FinancialNov 2009 to Oct 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OR, 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
- 4086932
- Firm CRD
- 323135