Lauren Joy Feuer
Investment adviser representative at Concurrent Investment Advisors, LLC
15 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
15 years in the industry.
- Concurrent Investment Advisors, LLCSep 2026 to now
- Marche WealthSep 2026 to now
- Atrium Housing, IncJul 2023 to now
- Spire Investment PartnersApr 2025 to Sep 2026
- Tulane UniversityNov 2021 to Jul 2023
- Thirtynorth Investments, LLCDec 2020 to Nov 2021
- Compunnel StaffingAug 2020 to Nov 2020
- Momentum StaffingJun 2020 to Aug 2020
- N/aMar 2020 to Jun 2020
- Traction GroupAug 2019 to Mar 2020
- N/aMay 2019 to Aug 2019
- Robert HalfJul 2018 to May 2019
- N/aJan 2011 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, VA).
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
- 7055762
- Firm CRD
- 323135