Patrick Gerard Schultz
Investment adviser representative at Concurrent Investment Advisors, LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Concurrent Investment Advisors, LLCMay 2025 to now
- Harriman Hall WealthMay 2025 to now
- C F Parks IncJan 2025 to Apr 2025
- Hobart WealthAug 2024 to Jan 2025
- Neuberger BermanApr 2023 to Aug 2024
- Purshe Kaplan Sterling Investments, Inc.Dec 2019 to Mar 2023
- Dominguez Wealth Management Solutions, Inc.Sep 2019 to Mar 2023
- New York Life Investment Management LLCJan 2005 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4926144
- Firm CRD
- 323135