Craig Weinstein
Investment adviser representative at Concurrent Investment Advisors, LLC
14 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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Concurrent Investment Advisors, LLCApr 2023 to now
- Laurus Financial Group LLCOct 2019 to now
- Concurrent AdvisorsSep 2019 to Apr 2023
- Raymond James Financial Services Advisors, Inc.Sep 2019 to Apr 2023
- Raymond James Financial Services, Inc.Sep 2019 to Apr 2023
- Strategic Wealth Advisors GroupMay 2017 to Sep 2019
- LPL Financial, LLCOct 2012 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4167923
- Firm CRD
- 323135