Karrisa Marinez
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.
- Coffee Uniting PeopleFeb 2026 to now
- Purshe Kaplan Sterling InvestmentsOct 2025 to now
- Concurrent Investment Advisors, LLCAug 2025 to now
- Matthew LytellAug 2021 to Aug 2025
- Northwestern Mutual Investment Services LLCAug 2021 to Aug 2025
- Fidelity Brokerage ServicesMay 2020 to Aug 2021
- Campus AdvantageSep 2019 to May 2020
- Liv+ GainesvilleSep 2019 to May 2020
- Keller Williams RealtyMay 2019 to Aug 2019
- Union Properties of GainesvilleApr 2018 to May 2019
- Woodbury RowApr 2018 to May 2019
- Felipes TaqueriaJun 2017 to Sep 2017
- University of FloridaAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7260499
- Firm CRD
- 323135