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Olivia Rose Sebastian

Concurrent Investment Advisors, LLC

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About Olivia Rose Sebastian

Olivia Sebastian is a financial advisor with over 18 years of experience in the industry. Olivia holds Series 63 and 65 licenses. Olivia is currently registered with Concurrent Investment Advisors, LLC, a firm with over 135 investment advisor representatives. Olivia specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Olivia is also registered in Colorado and Texas. Olivia has previously worked at Raymond James Financial Services, Inc., and Wells Fargo Clearing Services, LLC.

Firm Information

Olivia Sebastian 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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Olivia Sebastian’s Registration & Firm History

FL

11/07/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

CO

05/01/2020 - 05/26/2023

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

CO

07/20/2005 - 05/05/2020

WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 02/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Olivia Rose Sebastian.
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