Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Riesenberg is a financial advisor with over 30 years of experience in the industry. Alan is currently registered with Concurrent Investment Advisors, LLC and has previously worked with Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, Morgan Stanley DW Inc., Salomon Smith Barney Inc. and Lehman Brothers Inc. Alan has a strong background in financial planning, pension consulting, and portfolio management for individuals. Alan also provides selection of other advisors and financial planning services. Concurrent Investment Advisors, LLC has been in business for over 15 years and manages over $6 billion in assets. The firm specializes in providing financial planning, investment management and portfolio management services to individuals, families, businesses and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
01/06/2025 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CO
03/19/2021 - 05/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
11/24/2006 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
CO
12/02/1998 - 11/27/2006
MORGAN STANLEY DW INC. (COLORADO SPRINGS CO)
NY
07/31/1993 - 12/09/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/22/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 01/13/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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