Kelly Marie Mccloy
Investment adviser representative at Concurrent Investment Advisors, LLC
12 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
12 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to now
- Concurrent Advisors dba Family Wealth SolutionsNov 2019 to now
- Ennistymon LLCNov 2019 to now
- Raymond James Financial Services Advisor, IncNov 2019 to May 2023
- Raymond James Financial Services, IncNov 2019 to May 2023
- Wells FargoMay 2017 to Nov 2019
- Wells Fargo Advisors LLCApr 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4245026
- Firm CRD
- 323135