Bharat Nandiram Mulchandani
Investment adviser representative at Concurrent Investment Advisors, LLC
29 yearsExperience
3 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
29 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Buckingham Mortgage LLCJan 2026 to now
- Spire Wealth ManagementDec 2012 to Sep 2026
- Fairfax Mortgage Investments, Inc.Jan 1997 to Dec 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, 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
- 5762122
- Firm CRD
- 323135