Cyrus Askari Baravati
Investment adviser representative at Concurrent Investment Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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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
14 years in the industry.
- Concurrent Investment Advisors, LLCApr 2025 to now
- The Wealth StewardsApr 2025 to now
- Charles Schwab & Co., Inc.Aug 2021 to Apr 2025
- Schwab Wealth Advisory Inc.Aug 2021 to Apr 2025
- Tfo Phoenix, Inc.May 2019 to Jul 2021
- Schwab Private Client Investment Advisory, IncMay 2014 to May 2019
- Charles Schwab & Co., Inc.Sep 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6117211
- Firm CRD
- 323135