Matthew Nadim Menkhaus
Investment adviser representative at Concurrent Investment Advisors, LLC
16 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
16 years in the industry.
- Concurrent Investment Advisors, LLCJun 2024 to now
- University of CincinnatiMay 2023 to Jun 2024
- Moussa LLCJul 2020 to Dec 2020
- The Verge ApartmentsMar 2019 to Mar 2020
- University of Cincinnati Lindner College of BusinessAug 2018 to Dec 2020
- Indiana University-bloomingtonAug 2017 to May 2018
- Sifri Eye CenterMay 2017 to Dec 2020
- Laurel Springs High SchoolAug 2015 to May 2017
- Fidelity InvestmentsJan 2014 to May 2023
- UnemployedJan 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7333875
- Firm CRD
- 323135