Kathleen Bianel Pena
Investment adviser representative at Concurrent Investment Advisors, LLC
12 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
12 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Spire Investment PartnersMar 2025 to Sep 2026
- UnemployedAug 2024 to Mar 2025
- CitibankJan 2024 to Aug 2024
- UnemployedFeb 2023 to Jan 2024
- Ameriprise Financial Services, LLCJun 2022 to Feb 2025
- Trentham & Santiago Group a Practice of AmeripriseJun 2022 to Feb 2023
- UnemployedMar 2021 to Jun 2022
- CitibankJan 2019 to Mar 2021
- JP Morgan Securities LLCOct 2017 to Jan 2019
- JPMorgan Chase BankMay 2015 to Oct 2017
- Florida International UniversityJul 2014 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6168976
- Firm CRD
- 323135