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Casey Shayne Bates

Concurrent Investment Advisors, LLC

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About Casey Shayne Bates

Casey Bates is a financial advisor with Concurrent Investment Advisors, LLC. Casey is registered with the state of Florida as an Investment Advisor Representative. Casey holds the Series 65 license and has been in the industry since June 2009. Casey has experience at United Capital Financial Advisers, LLC, Goldman Sachs Personal Financial Management and Concurrent Investment Advisors. Casey specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals. Casey also owns CSB Enterprises LLC, a consulting firm specializing in providing wealth management, practice management, and business optimization guidance to financial institutions within the United States.

Firm Information

Casey Bates 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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Casey Bates’s Registration & Firm History

FL

08/09/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

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Licenses & Designations

IA

Issued 06/08/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Shayne Bates.
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