Joseph Gerard Mcquaid
Investment adviser representative at Concurrent Investment Advisors, LLC
11 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
11 years in the industry.
- Concurrent Investment Advisors, LLCFeb 2023 to now
- Imprint Wealth LLCJul 2022 to Jun 2024
- Eudaimonia Partners, LLCDec 2020 to Jun 2022
- Wealthshield LLCMar 2018 to Sep 2020
- Pacer Financial, Inc.Jun 2017 to Feb 2018
- Morgan Creek Capital Distributors, LLCOct 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 4132950
- Firm CRD
- 323135