Patrick Ryan Bindel
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.
- Keaton & Sams Wealth ManagementOct 2025 to now
- Purshe Kaplan Sterling InvestmentsOct 2025 to now
- Concurrent Investment Advisors, LLCSep 2025 to now
- Raymond James & Associates, Inc.Sep 2017 to Oct 2025
- Suntrust BankAug 2016 to Sep 2017
- Suntrust Investment Services, IncAug 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6710249
- Firm CRD
- 323135