John Bay
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Kaizen Wealth StrategiesMar 2025 to now
- Spire Wealth ManagementMar 2025 to Sep 2026
- M3 Family OfficeJan 2024 to Feb 2025
- Newedge Securities, Inc.Nov 2022 to Jan 2024
- Newedge AdvisorsApr 2021 to Dec 2023
- LPL Financial LLCApr 2021 to Nov 2022
- Pallas Capital Advisors, LLCJul 2019 to Feb 2021
- Triad Advisors, LLCJul 2019 to Feb 2021
- Goss AdvisorsJul 2019 to Dec 2020
- UBS Financial Services Inc.Mar 2018 to Jul 2019
- UnemployedJun 2017 to Mar 2018
- Ucla Anderson School of ManagementAug 2015 to Jun 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5539917
- Firm CRD
- 323135