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Wendy Anne Colon

Concurrent Investment Advisors, LLC

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About Wendy Anne Colon

Wendy Colon is a financial advisor at Concurrent Investment Advisors, LLC. Wendy has been in the industry since 2009 and has experience working with both individuals and institutions. Wendy holds a Series 7 and Series 66 license. She is a Registered Representative at Concurrent Investment Advisors. Concurrent Investment Advisors, LLC provides financial advisory services to individuals, corporations, pension and profit sharing plans, and other institutions.

Firm Information

Wendy Colon 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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Wendy Colon’s Registration & Firm History

IL

04/17/2023 - Present

Concurrent Investment Advisors, LLC (Chicago IL)

IL

11/09/2017 - 04/25/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

09/10/2009 - 09/18/2013

WELLS FARGO ADVISORS, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/29/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/14/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wendy Anne Colon.
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