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George Flurence Crowley

Concurrent Investment Advisors, LLC

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About George Flurence Crowley

George Crowley is a financial advisor registered with Concurrent Investment Advisors, LLC and has been in the industry since 1994. George holds the Series 63, 65, 7, 4, and 24 licenses. George has previously worked with Ameriprise Financial Services, LLC, American Portfolios Financial Services, Inc., AXA Advisors, LLC, Ladenburg, Thalmann & Co., Inc., Ladenburg Capital Management Inc., Carnegie Investor Services Inc., Chatfield Dean & Co., Inc., Lew Lieberbaum & Co., Inc., and David Lerner Associates, Inc. George provides financial planning, pension consulting, and selection of other advisors services.

Firm Information

George Crowley 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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George Crowley’s Registration & Firm History

NY

11/29/2024 - Present

Concurrent Investment Advisors, LLC (Plainview NY)

NY

12/09/2014 - 09/15/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Plainview NY)

NY

05/24/2010 - 12/08/2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

NY

01/10/2006 - 05/12/2010

AXA ADVISORS, LLC (MELVILLE NY)

NY

06/27/2001 - 01/18/2006

LADENBURG, THALMANN & CO., INC. (NEW YORK NY)

NY

04/19/1999 - 11/19/2002

LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)

NY

09/23/1998 - 03/22/1999

CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)

CO

08/30/1996 - 09/29/1998

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

NY

04/04/1996 - 09/04/1996

LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)

NY

01/27/1994 - 03/20/1996

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

IA

Issued 01/22/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2000

Series 4 - Registered Options Principal Examination

BC

Issued 06/12/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for George Flurence Crowley. Review regulatory record here.
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