Watson Thomas Grapengeter
Investment adviser representative at Concurrent Investment Advisors, LLC
12 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
12 years in the industry.
- Concurrent Investment Advisors, LLCOct 2025 to now
- Keaton & Sams Wealth ManagementAug 2023 to now
- Raymond James & AssociatesAug 2023 to Oct 2025
- StudentAug 2022 to Aug 2023
- Georgia Ports AuthorityMay 2022 to Aug 2022
- StudentOct 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7791163
- Firm CRD
- 323135