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Marilyn F Smith

Concurrent Investment Advisors, LLC

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About Marilyn F Smith

Marilyn Smith is a financial advisor with Concurrent Investment Advisors, LLC. Marilyn is a registered representative with the state of Colorado. Marilyn has been a registered representative since 2005 and has a total of 20 years in the industry. Marilyn specializes in portfolio management for individuals and providing financial planning services. Marilyn has worked with a number of firms in the past including Purshe Kaplan Sterling Investments, Raymond James Financial Services, Inc., Robert W. Baird & Co. Incorporated, and U.S. Bancorp Investments, Inc. Marilyn is also a state notary.

Firm Information

Marilyn Smith 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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Marilyn Smith’s Registration & Firm History

FL

05/31/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

CO

06/02/2023 - 11/02/2023

PURSHE KAPLAN STERLING INVESTMENTS (Colorado Springs CO)

CO

01/30/2018 - 06/05/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)

CO

05/23/2023 - 05/23/2023

PURSHE KAPLAN STERLING INVESTMENTS (Colorado Springs CO)

CO

06/02/2017 - 01/31/2018

ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)

CO

01/03/2017 - 05/26/2017

U.S. BANCORP INVESTMENTS, INC. (LAKEWOOD CO)

CO

02/29/2012 - 01/06/2017

MORGAN STANLEY (COLORADO SPRINGS CO)

CO

07/13/2010 - 07/20/2011

LPL FINANCIAL LLC (GREENWOOD VILLAGE CO)

CO

04/13/2010 - 07/14/2010

D.A. DAVIDSON & CO. (DENVER CO)

CO

09/19/2007 - 04/15/2010

RBC CAPITAL MARKETS CORPORATION (COLORADO SPRINGS CO)

CO

04/23/2007 - 09/13/2007

RAYMOND JAMES & ASSOCIATES, INC. (DENVER CO)

CO

11/29/2006 - 04/25/2007

ESSEX NATIONAL SECURITIES, INC. (COLORADO SPRINGS CO)

CO

04/22/2005 - 11/29/2006

CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 11/02/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/29/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marilyn F Smith.
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