George Crowley
George Crowley is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 32 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
100 S. Ashley Drive, Suite 830, Tampa, FL, 33602
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2014Judgment / Lien
September 2012Judgment / Lien
March 2008Other Business ActivitiesSells Insurance
George works as a financial advisor for Concurrent Investment Advisors and is an agent selling fixed/traditional insurance. He also is an equity owner and manager at Flurry Associates LLC.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Thrivent Advisor Network, LLC
Ameriprise Financial Services, LLCBroker
Professional Planning Services
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ladenburg Thalmann Asset Management INC
Ladenburg, Thalmann & CO., INC.Broker
Ladenburg Capital Management INC.Broker
Carnegie Investor Services INC.Broker
Chatfield Dean & CO., INC.Broker
Lew Lieberbaum & CO., INC.Broker
David Lerner Associates, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.