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Brian Serimian

Concurrent Investment Advisors, LLC
15 Years of Experience
Tampa, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Brian Serimian is a registered investment advisor at Concurrent Investment Advisors, LLC, based in Tampa, FL, with 15 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. 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
287 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

100 S. Ashley Drive, Suite 830, Tampa, FL, 33602

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History

Regulatory History (2)
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.
Employment Separation After Allegations
September 2013
Regulatory
January 2009
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is the President of Concurrent Investment Advisors, LLC dba Fig Garden Wealth Management, dedicating full-time hours to providing advice to clients. He also sells fixed/traditional insurance products, spending minimal time on this activity, and owns B. Serimian LLC as a holding company for business/tax benefits, spending a few hours per week.

Employment History
Current Registrations
Concurrent Investment Advisors, LLC
April 2023 - Present · 3 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2019 - April 2023 · 4 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2019 - April 2023 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLC
June 2013 - January 2019 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - January 2019 · 5 yrs 7 mos
J.P. Morgan Securities LLC
March 2013 - June 2013 · 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2013 · 8 mos
Chase Investment Services CORP.Broker
November 2011 - October 2012 · 11 mos
Wells Fargo Advisors, LLCBroker
February 2011 - October 2011 · 8 mos
Wells Fargo Investments, LLCBroker
February 2009 - July 2009 · 5 mos
State Registrations4 states
CAFLIDTX
AdvisorBrokerBoth

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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