Sean Joseph Tabone
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Compass Asset Management GroupSep 2026 to now
- Concurrent Investment Advisors, LLCSep 2026 to now
- Olive Grove Real EstateSep 2023 to now
- Fidelity InvestmentsApr 2022 to Sep 2023
- Piranas GrilleSep 2021 to Dec 2021
- Coldwell Banker RealtyJan 2020 to Apr 2022
- The Conch HouseFeb 2019 to Jan 2020
- New York State Department of Taxation and FinanceNov 2017 to Jan 2019
- D2 MediaMay 2017 to Aug 2017
- The Ripe Tomato RestaurantAug 2009 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 5719432
- Firm CRD
- 323135