Mark Doughty
Investment adviser representative at Concurrent Investment Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- Concurrent Investment Advisors, LLCOct 2026 to now
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Concurrent Investment Advisors, LLC dba Patterson Wealth Mgmt.Sep 2026 to now
- Spire Investment PartnersOct 2018 to Sep 2026
- Suntrust BankNov 2017 to Aug 2018
- Suntrust Advisory Services, IncNov 2017 to Jul 2018
- Suntrust Investment Services IncNov 2017 to Jul 2018
- TIAA-CREF Individual & Institutional Services, LLCMar 2013 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 4654073
- Firm CRD
- 323135