Brian Gray
Investment adviser representative at Concurrent Investment Advisors, LLC
17 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
17 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Concurrent Investment Advisors LLC dba Grh Wealth ManagementApr 2023 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to now
- Financial Strategies Group, LLPFeb 2019 to now
- Grh, LLCMay 2017 to Apr 2023
- Next Retirement SolutionsMay 2017 to Apr 2023
- Raymond JamesMay 2017 to Apr 2023
- Raymond James Financial Services Advisors Inc.May 2017 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors LLCMay 2009 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5319444
- Firm CRD
- 323135