AR
Andrew R. Ramsey
CONCURRENT INVESTMENT ADVISORS
Alpharetta, GA 30009
Some features on this profile are disabled
CRD#: 2494834
AR
Professional summary
Andrew Ross Ramsey, CFP®, who also goes by Ross Ramsey, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Alpharetta, Georgia.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Andrew has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ross Ramsey
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 DBA Lumature Wealth Partners, LLC. Investment Related. 2325 Lakeview Pkwy Ste 175, Alpharetta, GA, 30009. RIA. Advisors/Owner/Proprietor/Partner. 06/01/2020. Hrs/month 81+ all during trading hours. Financial guidance and portfolio management. 2) Fixed Insurance. Investment Related. At registered location. Fixed/Traditional Insurance. Agent. 9/29/2023. Hrs/month 10 all during trading hours. Sales of fixed/traditional insurance products. 3) Fellowship Endowment Committee. Not investment Related. 10965 Woodstock Rd., Roswell, GA 30075. Committee member/Endowment Committee Chair. Monitoring of operational guidelines of spending of the 403B. 10/1/2022. 2 hours per month. 0 hours during trading hours. Monitoring of operational guidelines of spending of the 403B, no access or control of actual funds. Make sure school utilizes funds raised for donor's wishes and school's charter. 4) Lumature Ramsey, LLC (holding Co.). Not Investment Related. 2325 Lakeview Pkwy, Ste. 175, Alpharetta, GA 30009. Owner, Holding Co. only, 06/03/2020 start date, 0 hours per month, 0 hours during trading, Holding Company for RIA revenue. 5) The Kings Academy; Not Investment Related; 471 Arnold Mill Road Woodstock, GA 30188; Non Profit Organization; Committee Member - Advancement Committee; 1/15/2024; 1 hr during trading; Assist in fundraising activities to build an athletic field. No access or control of funds. 6) Lumature Holdings LLC (address), LLC holding company, Investment Related, approximately 5% of time during the month
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Ross Ramsey'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®
CFP®
Start date: 2004
Experience
Current
October 2, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 2325 Lakeview Parkway Suite 175, Alpharetta, GA 30009RIA
CRD#: 323135
Alpharetta, GA
Past
September 29, 2023 - December 4, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Alpharetta, GA
Past
June 4, 2020 - November 16, 2023
LUMATURE WEALTH PARTNERS, LLC
RIA
CRD#: 309049
ALPHARETTA, GA
Past
June 3, 2020 - October 3, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Alpharetta, GA
Past
November 1, 2017 - November 29, 2017
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ALPHARETTA, GA
Past
November 1, 2017 - June 8, 2020
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ALPHARETTA, GA
Past
June 17, 2013 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
ALPHARETTA, GA
Past
June 17, 2013 - June 27, 2020
UNITED CAPITAL FINANCIAL ADVISORS
RIA
CRD#: 134600
ALPHARETTA, GA
Past
June 14, 2013 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
ALPHARETTA, GA
Past
November 7, 2007 - October 4, 2013
PROFESSIONAL ADVISORY RESOURCES, LLC
RIA
CRD#: 119236
ROSWELL, GA
Past
October 30, 2003 - June 14, 2013
PPA INVESTMENTS, INC.
BD
CRD#: 15869
ROSWELL, GA
Past
June 3, 1994 - December 31, 1995
G. R. PHELPS & CO., INC.
BD
CRD#: 173
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
Georgia(10/2/2023)
IAR
Texas(2/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
