Shikha Midha
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, LLCJul 2024 to now
- Concurrent Investment Advisors d/b/a�wealth Partners AllianceJul 2024 to now
- Purshe Kaplan Sterling InvestmentsJul 2024 to now
- NjdolFeb 2024 to Jul 2024
- Fidelity Brokerage ServicesJun 2020 to Feb 2024
- Morgan Stanley Private Bank, National AssociationJun 2018 to May 2020
- Morgan StanleyJan 2017 to Jun 2020
- Wells Fargo Bank, NASep 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6736209
- Firm CRD
- 323135