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Ramin Nathaniel Abrams

Concurrent Investment Advisors, LLC

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About Ramin Nathaniel Abrams

Ramin Abrams is a registered investment advisor representative with Concurrent Investment Advisors, LLC, and has been in the industry since 2016. Ramin Abrams is registered with the state of New York and is also registered with Texas as a non-resident investment advisor representative. The advisor's experience includes previous roles at Wells Fargo Clearing Services, LLC and Morgan Stanley. Ramin Abrams has passed the Series 63, Series 65, Series 7, and SIE exams and has specialized in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Ramin Abrams 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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Ramin Abrams’s Registration & Firm History

FL

01/12/2024 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

NY

07/17/2017 - 01/05/2024

WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)

CA

04/03/2017 - 07/17/2017

MORGAN STANLEY (LOS ANGELES CA)

CA

10/01/2016 - 02/08/2017

AXA ADVISORS, LLC (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 04/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ramin Nathaniel Abrams. Review regulatory record here.
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