Andrew Michael Palmasano
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.
- Concurrent Investment Advisors, LLCNov 2023 to now
- Maverick Wealth AdvisorsNov 2023 to now
- Canon City Financial ServicesSep 2018 to Nov 2023
- Raymond James Financail Services, IncSep 2018 to Nov 2023
- Raymond James Financial Services Advisors Inc.Sep 2018 to Nov 2023
- Black Creek GroupJul 2012 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5405378
- Firm CRD
- 323135