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Ignacio Javier Hawley

Concurrent Investment Advisors, LLC

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About Ignacio Javier Hawley

Ignacio Javier Hawley is an Investment Advisor Representative with Concurrent Investment Advisors, LLC. Ignacio has been in the financial services industry since 1991 and holds the Series 3, 7, 63, 65 and 66 licenses. Ignacio is a wealth advisor with experience in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Ignacio is also a Managing Member of Sail First Holdings, LLC and Sail First Asset Management, LLC.

Firm Information

Ignacio Hawley 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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Ignacio Hawley’s Registration & Firm History

FL

03/27/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

TX

09/03/2015 - 04/25/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

07/29/2010 - 10/01/2015

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

NJ

10/03/1994 - 02/07/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

01/08/1991 - 10/07/1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/03/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 06/29/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2011

Series 3 - National Commodity Futures Examination

BC

Issued 07/27/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Ignacio Javier Hawley. Review regulatory record here.
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