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Tatiana Stratigaki

Concurrent Investment Advisors, LLC

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About Tatiana Stratigaki

Tatiana Stratigaki is an investment advisor representative with Concurrent Investment Advisors, LLC. Tatiana is a Certified Financial Planner and holds a Series 66 license. Her previous experience includes working at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.

Firm Information

Tatiana Stratigaki 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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Tatiana Stratigaki’s Registration & Firm History

FL

02/02/2024 - Present

Concurrent Investment Advisors, LLC (Boca Raton FL)

FL

09/03/2020 - 11/03/2023

GOLDMAN SACHS & CO. LLC (BOCA RATON FL)

FL

09/03/2020 - 11/03/2023

MERCER ALLIED COMPANY, L.P. (BOCA RATON FL)

FL

10/26/2017 - 09/03/2020

CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)

FL

01/05/2007 - 11/01/2017

GIRARD SECURITIES, INC. (BOCA RATON FL)

FL

04/03/2002 - 12/31/2006

NEXT FINANCIAL GROUP, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 06/18/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tatiana Stratigaki.
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