Dennis Michael O'brien
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.
- Concurrent Investment Advisors, LLCOct 2026 to now
- Spire Investment PartnersMay 2024 to Oct 2026
- Seia / SesNov 2023 to May 2024
- Fidelity InvestmentsSep 2022 to Nov 2023
- Baen BooksOct 2021 to Aug 2022
- Kohl's Department StoreSep 2020 to Nov 2020
- Home DepotMay 2020 to May 2020
- North Carolina State UniversityJan 2020 to Aug 2021
- Clean Slate DemolitionNov 2019 to Aug 2021
- BuckleNov 2019 to Nov 2019
- Sam AshJun 2019 to Oct 2019
- Cbre New EnglandApr 2019 to May 2019
- Guitar CenterAug 2018 to Mar 2019
- Tomolly IncFeb 2018 to Mar 2018
- Guitar CenterJan 2018 to Jul 2018
- UnemployedAug 2017 to Jan 2018
- Cushman MarketApr 2017 to Aug 2017
- Usda Forestry ServiceJun 2016 to Dec 2016
- UnemployedJan 2016 to Mar 2017
- University of Massachusetts AmherstJan 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7587259
- Firm CRD
- 323135