Dimitris Petros Magemeneas
Investment adviser representative at Concurrent Investment Advisors, LLC
19 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
19 years in the industry.
- Concurrent Investment Advisors, LLCAug 2025 to now
- Dimitris Petros Magemeneas Inc.Aug 2025 to now
- State of CaliforniaSep 2018 to Dec 2025
- Kingsview Asset ManagementApr 2017 to Aug 2025
- Kingsview PartnersApr 2017 to Jul 2025
- Edward JonesJan 2007 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5278539
- Firm CRD
- 323135