Mitchell Oyer Weeks
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.
- Alden Capital ManagementApr 2026 to now
- Concurrent Investment Advisors, LLCApr 2026 to now
- UnemployedMar 2026 to Apr 2026
- Equitable Advisors, LLCFeb 2026 to Mar 2026
- Barrett Financial Group LLCAug 2024 to Apr 2026
- HomeseedMay 2021 to Feb 2026
- Mann Mortgage LLCApr 2021 to Aug 2024
- Penrith Home Loans LLCNov 2017 to Apr 2021
- Volo SportsAug 2017 to Sep 2020
- UnemployedMar 2017 to Aug 2017
- Rocks Brewing CompanySep 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8177456
- Firm CRD
- 323135