Melissa Gayle O'connor
Investment adviser representative at Concurrent Investment Advisors, LLC
10 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
10 years in the industry.
- Concurrent Investment Advisors, LLCDec 2025 to now
- Virtual Partners GroupAug 2025 to Dec 2025
- Comprehensive Financial ConsultantsAug 2024 to Aug 2025
- Pulp & Pine, LLCJan 2018 to Aug 2024
- Harber GroupMay 2017 to Oct 2020
- LPL Financial, LLCMay 2017 to Oct 2020
- Wealth StrategiesFeb 2017 to May 2017
- Signator Investors Inc.Jan 2017 to Apr 2017
- Bank of America, N.A.Jan 2016 to Jan 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 5047942
- Firm CRD
- 323135