Natalie Jean Gosselin
Investment adviser representative at Concurrent Investment Advisors, LLC
16 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
16 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Cardinal Wealth ManagementMar 2020 to now
- UnemployedSep 2019 to Mar 2020
- Xml Financial, LLCOct 2016 to Sep 2019
- Xml Financial GroupJan 2010 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4977884
- Firm CRD
- 323135