Krystian Moreno
Investment adviser representative at Concurrent Investment Advisors, LLC
14 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
14 years in the industry.
- Purshe Kaplan Sterling InvestmentsJun 2023 to now
- Concurrent Investment Advisors, LLCMay 2023 to now
- Concurrent Investment Advisors LLC d/b/a Venn Wealth ManagementMay 2023 to now
- Raymond James Financial Services Advisors Inc.Oct 2017 to Apr 2023
- Raymond James Financial Services, Inc.Sep 2017 to Apr 2023
- AmeripriseAug 2012 to Sep 2017
- Ameriprise Financial Services, Inc.Aug 2012 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5372505
- Firm CRD
- 323135