Andrew Jakob Graefe
Investment adviser representative at Concurrent Investment Advisors, LLC
9 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
9 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Concurrent Investment Advisors dba Legacy Private Wealth PartnerApr 2022 to now
- Legacy Private Wealth PartnersApr 2022 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to Feb 2025
- Raymond James Financial Services, IncMay 2022 to Apr 2023
- Raymond James Financial Services, IncMar 2022 to Apr 2022
- Sierra Nevada CorporationMay 2020 to Mar 2022
- UnemployedApr 2020 to May 2020
- Full Time StudentAug 2019 to Apr 2020
- Raytheon Missile SystemsApr 2019 to Aug 2019
- Full Time StudentAug 2018 to Apr 2019
- Anglers AccessoriesApr 2018 to Aug 2018
- Full Time StudentAug 2017 to Apr 2018
- Camp TimberlineApr 2017 to Aug 2017
- Full Time StudentAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7531726
- Firm CRD
- 323135