Nicholas Randall Klein
Investment adviser representative at Concurrent Investment Advisors, LLC
11 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
11 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Feb 2023 to now
- Concurrent Investment Advisors, LLCDec 2022 to now
- Raymond James Financial Services Advisors, Inc.Aug 2019 to Dec 2022
- Raymond James Financial Services, Inc.Aug 2019 to Dec 2022
- Raymond James Financial Services Advisors Inc.May 2017 to May 2019
- Raymond James Financial Services, Inc.Aug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6690238
- Firm CRD
- 323135