Angelica Lynn Orozco
Investment adviser representative at Concurrent Investment Advisors, LLC
14 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
14 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Corbett Road Wealth ManagementFeb 2022 to now
- Spire InvestmentsFeb 2022 to Sep 2026
- Morgan StanleyOct 2019 to Jan 2022
- Bank of America, N.A.Dec 2017 to Aug 2019
- Merrill Lynch, Pierce, Fenner, & Smith Inc.Dec 2012 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (SC, VA).
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
- 6150238
- Firm CRD
- 323135