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Kelly Manning Rodriguez

Concurrent Investment Advisors, LLC

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About Kelly Manning Rodriguez

Kelly Manning Rodriguez is an investment advisor representative with Concurrent Investment Advisors, LLC based in TAMPA, FL. Kelly has over 8 years of experience in the financial services industry. Kelly has a Series 66 license and is registered with FINRA and several states including Georgia and Texas. Kelly provides financial planning, investment management services and selects other advisors for her clients. Concurrent Investment Advisors manages over $6 billion in assets.

Firm Information

Kelly Rodriguez 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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Kelly Rodriguez’s Registration & Firm History

FL

02/02/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

GA

06/03/2020 - 10/03/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Alpharetta GA)

GA

10/23/2018 - 06/08/2020

CETERA ADVISOR NETWORKS LLC (ALPHARETTA GA)

GA

05/08/2017 - 01/22/2018

APRIO STRATEGIC PARTNERS, LLC (ATLANTA GA)

GA

04/27/2015 - 04/28/2017

GIRARD SECURITIES, INC. (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 05/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Manning Rodriguez.
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