Craig Weinstein
Craig Weinstein is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 25 years of industry experience. Craig 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)
Customer Dispute
June 2024Customer Dispute
December 2010Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Craig is an independent contractor providing wealth management services through Concurrent Investment Advisors d/b/a Laurus Financial Group, taking about half of his time. He is also an agent for GBS Insurance and Financial and Fixed Insurance, offering fixed insurance solutions and advice, dedicating a few hours per week. Additionally, Craig is the CEO of Strategic Capital Solutions Wealth Management, a support company, but spends minimal time on it.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Strategic Wealth Advisors Group
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Citicorp Investment ServicesBroker
State Registrations18 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.