Adrian Enrique Colmenares
Investment adviser representative at Concentric
12 yearsExperience
2 statesRegistered in
$13.9BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- ConcentricMay 2025 to now
- Parametric Portfolio AssociatesNov 2021 to May 2025
- Envestnet Financial Technologies, Inc.Jul 2021 to Nov 2021
- University of the Cumberlands (mba Program - Remote)Jul 2019 to Jul 2021
- Envestnet Financial Technologies, Inc.Jul 2018 to May 2019
- Envestnet Financial TechnologiesMay 2017 to Aug 2017
- Hobart and William Smith CollegesAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Concentric
Legal name: Advisor Partners Ii, LLC
$13.9BAssets managed
5,371Clients
11Advisers
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
- 7467176
- Firm CRD
- 321633