Kelly Manning Rodriguez
Investment adviser representative at Concurrent Investment Advisors, LLC
12 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
12 years in the industry.
- Concurrent Investment Advisors, LLCOct 2023 to now
- Purshe Kaplan Sterling InvestmentsSep 2023 to now
- Concurrent Investment Advisors dba Lumature Wealth Partners, LLCJun 2020 to now
- Raymond James Financial Services, Inc.Jun 2020 to Sep 2023
- Goldman SachsJul 2019 to Jun 2020
- Cetera Adviser Networks LLCSep 2018 to Jun 2020
- Aprio Wealth Management, LLCApr 2017 to Sep 2018
- United Capital Financial Advisers, LLCMay 2014 to Sep 2023
- Girard Securities Inc.May 2014 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6345368
- Firm CRD
- 323135