Concert Investment Advisory LLC

Overview

Concert Investment Advisory LLC is a small, non-independent retail RIA organized as an LLC and SEC-registered in 2019. The firm serves individual and family clients on a fee basis (percentage of AUM) and operates as a capital allocator — it sources third-party managers in addition to managing portfolios directly. Its business mix includes acting as a registered representative of a broker-dealer and operating as an insurance broker. Advisory services emphasize portfolio management for individuals and small businesses and the selection of outside advisers. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.

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Public Holdings

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Location & Offices