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Andrew S Diozzi

Concurrent Investment Advisors, LLC

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About Andrew S Diozzi

Andrew S Diozzi is an investment advisor representative associated with Concurrent Investment Advisors, LLC, with a history of working in the financial services industry since 2013. Andrew holds Series 6, 7 and 63 licenses as well as a Series 65 license. Andrew has prior experience with Raymond James Financial Services, Inc. and MFS Fund Distributors, Inc. as well as Putnam Retail Management Limited Partnership. Andrew specializes in providing financial planning, pension consulting, selection of other advisers and portfolio management for individuals.

Firm Information

Andrew Diozzi is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Diozzi’s Registration & Firm History

FL

04/29/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

AZ

05/26/2022 - 04/25/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHANDLER AZ)

AZ

07/18/2013 - 05/20/2022

MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)

MA

01/01/2013 - 06/24/2013

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 09/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2015

Series 7 - General Securities Representative Examination

BC

Issued 12/28/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew S Diozzi.
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