Midhat Quadri
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
2 statesRegistered in
CFADesignation
$15.7BFirm assets
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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, LLCSep 2026 to now
- Quadri Investment ManagementSep 2020 to now
- Spire Investment PartnersSep 2020 to Sep 2026
- First American BankMar 2009 to Sep 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 5410144
- Firm CRD
- 323135