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Sonia Kunal Patel

Concurrent Investment Advisors, LLC

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About Sonia Kunal Patel

Sonia Patel is a financial advisor registered with Concurrent Investment Advisors, LLC. Sonia has been in the industry since December 2014 and has experience with Fifth Third Securities, Wells Fargo Clearing Services, LLC, and Raymond James Financial Services, Inc. Sonia is registered in Florida and holds Series 6, 7, 63, and 66 licenses. Sonia provides financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Sonia Patel 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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Sonia Patel’s Registration & Firm History

FL

05/18/2023 - Present

Concurrent Investment Advisors, LLC (Bradenton FL)

FL

11/01/2019 - 05/12/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

10/03/2016 - 11/06/2019

WELLS FARGO CLEARING SERVICES, LLC (ST. PETERSBURG FL)

FL

10/16/2014 - 08/09/2016

FIFTH THIRD SECURITIES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 08/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sonia Kunal Patel.
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