Nicholas Manning Hamilton
Investment adviser representative at Concurrent Investment Advisors, LLC
18 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
18 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Purshe Kaplan Sterling Investment CompanyMay 2023 to now
- HG & Ca, LLCJan 2021 to now
- Concurrent Investment Advisors LLC dba the Hamilton GroupNov 2017 to now
- Raymond James Financial Services, IncNov 2017 to May 2023
- Morgan StanleyOct 2008 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 4900895
- Firm CRD
- 323135