Ryan Philip Reming
Investment adviser representative at Concurrent Investment Advisors, LLC
15 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
15 years in the industry.
- Concurrent Investment Advisors, LLCApr 2024 to now
- Concurrent Investment Advisors d/b/a the Wealth StewardsApr 2024 to now
- Purshe Kaplan Sterling InvestmentsApr 2024 to now
- Elite Wealth Advisors, LLCOct 2021 to now
- Raymond James Financial Services Advisors, Inc.Aug 2020 to Apr 2024
- Raymond James Financial Services, Inc.May 2014 to Apr 2024
- G Michaelis, Inc.Apr 2014 to Mar 2023
- Roosevelt Group, LLCJan 2011 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6036643
- Firm CRD
- 323135