Camilla Carvalho
Investment adviser representative at Concurrent Investment Advisors, LLC
11 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
11 years in the industry.
- Concurrent Investment Advisors, LLCOct 2026 to now
- Corbett Road Wealth ManagementApr 2025 to now
- Spire Securities, LLCApr 2025 to Sep 2026
- Ameriprise Financial Services, LLCJul 2024 to Apr 2025
- Ortolani ServicesJun 2023 to Jul 2024
- Albany Symphony OrchestraMay 2023 to Jul 2024
- Ludwigs Center Stage CafeAug 2022 to Jul 2023
- Binghamton PhilharmonicMay 2022 to Jul 2024
- Orchestra of the Southern FingerlakesAug 2021 to Aug 2022
- Spot CoffeeAug 2021 to Jul 2022
- Interlochen Center for the ArtsMay 2021 to Aug 2021
- University of RochesterAug 2019 to Aug 2023
- Ymca of Greater RochesterAug 2019 to Mar 2020
- Interlochen Center for the ArtsAug 2017 to Aug 2019
- Satellite High SchoolAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7951057
- Firm CRD
- 323135