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JM

Joseph G. Mcquaid

CONCURRENT INVESTMENT ADVISORS
Mt Pleasant, SC
Some features on this profile are disabled
CRD#: 4132950
JM

Professional summary

Joseph Gerard Mcquaid, who also goes by Joseph G Mcquaid, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Mt Pleasant, South Carolina.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joseph has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph G Mcquaid

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Gerard Mcquaid's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 17, 2025 - Present

CONCURRENT INVESTMENT ADVISORS, LLC

RIA
CRD#: 323135
Mt Pleasant, SC
Past

July 15, 2022 - June 20, 2024

IMPRINT WEALTH LLC

RIA
CRD#: 322130
MOUNT PLEASANT, SC
Past

December 23, 2020 - June 1, 2022

EUDAIMONIA PARTNERS, LLC

RIA
CRD#: 283884
Mt. Pleasant, SC
Past

July 9, 2018 - September 18, 2020

WEALTHSHIELD LLC

RIA
CRD#: 288875
CARY, NC
Past

June 30, 2017 - February 28, 2018

PACER FINANCIAL, INC.

BD
CRD#: 137040
MALVERN, PA
Past

November 6, 2015 - July 13, 2017

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 154377
CHAPEL HILL, NC
Past

March 4, 2014 - October 15, 2015

GUGGENHEIM INVESTMENTS

RIA
CRD#: 105477
MT PLEASANT, SC
Past

November 1, 2012 - October 15, 2015

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

January 25, 2012 - January 27, 2012

AMERICAFIRST CAPITAL MANAGEMENT, LLC

RIA
CRD#: 152248
CHESTER SPRINGS, PA
Past

July 19, 2011 - December 16, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
KING OF PRUSSIA, PA
Past

July 14, 2011 - December 16, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
KING OF PRUSSIA, PA
Past

July 23, 2002 - May 2, 2011

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
PARSIPPANNY, NJ
Past

June 20, 2002 - May 2, 2011

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
NEW YORK, NY
Past

January 18, 2002 - April 30, 2002

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

February 11, 2000 - September 1, 2000

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
1858 WEALTH 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 | TC WEALTH MANAGEMENT | 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 | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | 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 | BROOKSHIRE WEALTH 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 | 44 MANAGEMENT

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
South Carolina
(12/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/16/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/28/2004
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/10/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH 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 | TC WEALTH MANAGEMENT | 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 | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | 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 | BROOKSHIRE WEALTH 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 | 44 MANAGEMENT

CRD#: 323135 / SEC#: 801-126555

RIA
Registered Investment Advisory firm - (9/8/2022 Approved)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONCURRENT WRAP BROCHURE (4/1/2025)
CONCURRENT DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts10,278
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.

Company Information

CONCURRENT INVESTMENT ADVISORS, LLC

CRD#: 323135Mt Pleasant, SC

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