Sonia Kunal Patel
Investment adviser representative at Concurrent Investment Advisors, LLC
10 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
10 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Concurrent Investment Advisors dba Family Wealth SolutionsMay 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Raymond James Financial Services Advisors, Inc.Nov 2019 to May 2023
- Raymond James Financial Services, Inc.Nov 2019 to May 2023
- Wells Fargo Clearing Services, LLCSep 2016 to Nov 2019
- Wells Fargo AdvisorsAug 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6407892
- Firm CRD
- 323135