Kathryn Walker Buck cannella
Investment adviser representative at Concurrent Investment Advisors, LLC
10 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
10 years in the industry.
- Concurrent Investment Advisors, LLCNov 2024 to now
- Purshe Kaplan Sterling InvestmentsFeb 2021 to now
- Louis C. Ciliberti & AssociatesJan 2021 to now
- Thrivent Advisor Network, LLCJan 2021 to Nov 2024
- Ameriprise Financial Services, Inc.May 2016 to Jan 2021
- Mass Mutual Life Insurance CompanyMay 2016 to Jan 2017
- Mike GrecoMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4157216
- Firm CRD
- 323135