Traci Ann Provost
Investment adviser representative at Concurrent Investment Advisors, LLC
13 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
13 years in the industry.
- Concurrent Investment Advisors, LLCMar 2025 to now
- Divorce Financial CareNov 2020 to now
- Crestwood Advisors Group, LLCJul 2019 to Nov 2020
- Catamount Wealth ManagementJan 2018 to Jun 2019
- Southport Congregational ChurchMay 2017 to Jan 2019
- Private Advisor Group, LLCAug 2013 to May 2017
- LPL Financial LLCJun 2013 to Apr 2017
- Price Financial GroupMay 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5791884
- Firm CRD
- 323135