Robert Ferris
Investment adviser representative at Concurrent Investment Advisors, LLC
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Tota Vita Financial AssociatesOct 2019 to now
- Spire Investments PartnersOct 2019 to Sep 2026
- Cabot Lodge Securities LLCJun 2013 to Oct 2019
- Sorge Cpa & Business AdvisorsDec 2006 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5770139
- Firm CRD
- 323135