GB
Grace Basilone
CONCURRENT INVESTMENT ADVISORS
Fort Lauderdale, FL 33308
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CRD#: 1023863
GB
Professional summary
Grace Basilone, who also goes by Grace Tizzani, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Fort Lauderdale, Florida.
Grace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Grace has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Grace Tizzani
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Concurrent Investment Advisors LLC d/b/a Tidwell-Premock-Basilone Private Wealth Management. Investment Related. At Registered Location. RIA. IAR/Financial Advisor. 8/2023. 160 hrs/month all during trading hours. Provide investment advice to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Grace Basilone's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 11, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 2400 East Commercial Blvd Suite 820, Fort Lauderdale, FL 33308RIA
CRD#: 323135
Fort Lauderdale, FL
Past
July 12, 2023 - July 13, 2023
CONCURRENT INVESTMENT ADVISORS, LLC
RIA
CRD#: 323135
Fort Lauderdale, FL
Past
November 2, 2017 - August 7, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
FT LAUDERDALE, FL
Past
November 1, 2017 - August 7, 2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
FT LAUDERDALE, FL
Past
June 1, 2009 - November 2, 2017
MORGAN STANLEY
RIA
CRD#: 149777
FT. LAUDERDALE, FL
Past
June 1, 2009 - November 2, 2017
MORGAN STANLEY
BD
CRD#: 149777
FT. LAUDERDALE, FL
Past
May 2, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
FT. LAUDERDALE, FL
Past
May 2, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
FT. LAUDERDALE, FL
Past
December 8, 2006 - May 6, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past
October 6, 2002 - May 6, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FORT LAUDERDALE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/11/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
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Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,278 |
| AUM (Assets Under Management) | $ 9,901,639,186 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCURRENT INVESTMENT ADVISORS, LLC
CRD#: 323135Fort Lauderdale, FL 33308TRUST BUT VERIFY
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