Eduardo Augsten
Eduardo Augsten is a registered investment advisor at Concurrent Asset Management, LLC, based in Pinecrest, FL, with 21 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $2.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
10701 SW 68th Avenue, Pinecrest, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eduardo is an agent at an independent insurance agency, providing insurance advice, and dedicates minimal time to this. He is also the President of Concurrent Asset Management, LLC, an affiliated asset management RIA, and Medallion Advisory, Inc., an s-corp for accounting purposes.
Employment History
Current Registrations
Concurrent Asset Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Calvert Investment Distributors, INC.Broker
Van Eck Securities CorporationBroker
Principal Funds Distributor, INC.Broker
Enterprise Fund Distributors, INC.Broker
State Registrations1 state
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.