ria
Concurrent Investment Advisors
TAMPA, FL
CRD: 323135
In PWD coverage since August 27, 2026 · 7 stories
$15.7BRegulatory AUMSEC Form ADV · Sep 25
187EmployeesForm ADV
-21Talent net · 12 months1 in · 22 out
Regulatory AUM · Aug 28 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -21 · 1 arrivals · 22 departures
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Advisor
Sep 20 · team liftout
Arrivals
Jeff Green
Sep 21 · from Raymond James Financial Services
Departures
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
Advisor
Sep 9 · destination pending
PWD coverage
move
A $425 million team prices independence against the employee channel
Winstone's exit gives advisors weighing independence a benchmark: platform equity and a license to buy, set against what the employee-channel seat pays.