Steven Joseph Vannostrand
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
Are you Steven Joseph Vannostrand? Claim your profile
Contact this firm
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
11 years in the industry.
- Concurrent Investment Advisors, LLCMay 2026 to now
- Tavo WealthMay 2026 to now
- Raymond James & Associates, Inc.May 2022 to Mar 2026
- Goodman Financial CorporationJan 2021 to Apr 2022
- UnemployedDec 2020 to Dec 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2015 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 5448221
- Firm CRD
- 323135