TrueAdvisor
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RM
ChFC
RM
ChFC

Robert Musante

Concurrent Investment Advisors, LLC
26 Years of Experience
Portland, OR
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Robert Musante is a ChFC-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Portland, OR, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13,277 clients with $16B in assets under management.

Concurrent Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
286 advisors
Number of Clients
13,277 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.70%
$2.0M - $3.0M1.60%
$3.0M - $5.0M1.50%
$5.0M - $7.5M1.40%
$7.5M - $10.0M1.30%
$10M+1.00%

Fees are incremental and negotiable. Clients also incur a custody, platform, and administration fee typically equal to 0.05% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10200 SW Greenburg Road, Suite 300, Portland, OR, 97223

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is a financial advisor and partner at Concurrent Investment Advisors, dedicating full-time hours to providing investment advice. He also owns several holding companies and works as an agent selling fixed insurance, dedicating minimal time to these activities.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - May 2024 · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
October 2019 - May 2023 · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2019 - May 2023 · 3 yrs 7 mos
Financial Advocates Advisory Services, LLC
January 2011 - March 2011 · 2 mos
LPL Financial LLC
November 2009 - October 2019 · 9 yrs 11 mos
LPL Financial LLCBroker
November 2009 - October 2019 · 9 yrs 11 mos
Transamerica Financial Advisors, INC.
September 2009 - November 2009 · 2 mos
Transamerica Financial Advisors, INCBroker
September 2009 - November 2009 · 2 mos
Metlife Securities INC.Broker
September 2003 - September 2003 · 0 mos
Metropolitan Life Insurance CompanyBroker
September 2003 - September 2003 · 0 mos
Transamerica Financial Advisors, INC.
March 2003 - September 2009 · 6 yrs 6 mos
Transamerica Financial Advisors, INC.Broker
June 2000 - September 2009 · 9 yrs 3 mos
Jefferson Pilot Securities CorporationBroker
January 2000 - June 2000 · 5 mos
State Registrations2 states
ORTX
Advisor

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.

Exams
No exam information available for this advisor.
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