CW
Craig M. Weinstein
CONCURRENT INVESTMENT ADVISORS
Walnut Creek, CA 94596
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CRD#: 4167923
CW
Professional summary
Craig Michael Weinstein, AIF®, who also goes by Craig Michael Weinstein, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Walnut Creek, California and PURSHE KAPLAN STERLING INVESTMENTS located in Walnut Creek, California.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Craig has worked at 10 firms and has passed the Series 65, Series 63, Series 6TO, Series 99TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Michael Weinstein
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) Name of Business: Concurrent Investment Advisors d/b/a Laurus Financial Group Address: 1444 N. Main Street, Walnut Creek, CA, 94596, United States Activity Type: RIA Position/Title: Independent Contractor Investment Related: Yes, Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth Managment (2) Name of Business: GBS Insurance and Financial Address: 1444 N. Main Street, Walnut Creek, CA, 94596, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: They are an outside GA and will only utilize them to offer additional fixed Insurance solutions, such as IUL and immediate annuities sales. (3) Name of Business: Fixed Insurance Address: 1444 N Main St STE D, Walnut Creek, CA, 94596, United States Activity Type: Fixed Insurance/annuity Position/Title: Agent Investment Related: Yes Start Date: 4/13/2023 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 5 Description of duties: Provide insurance advice based on the needs of client(s). (4) Name of Business: Strategic Capital Solutions Wealth Management Address: 1444 N. Main Street, Walnut Creek, CA, 94596, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 06/20/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: use this s corp as LLC owner
CRS (Client Relationship Summary) - RIA
Click below to view Craig Michael Weinstein'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®
Experience
Current
May 23, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 1444 N Main St Ste D, Walnut Creek, CA 94596RIA
CRD#: 323135
Walnut Creek, CA
Current
May 22, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 1501 N. Broadway Suite 230, Walnut Creek, CA 94596BD
CRD#: 35747
Walnut Creek, CA
Past
September 27, 2019 - May 26, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Walnut Creek, CA
Past
September 27, 2019 - May 26, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
WALNUT CREEK, CA
Past
May 2, 2017 - September 27, 2019
MARINER ADVISOR NETWORK
RIA
CRD#: 283824
Walnut Creek, CA
Past
October 5, 2012 - August 21, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
WALNUT CREEK, CA
Past
October 5, 2012 - October 14, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
WALNUT CREEK, CA
Past
January 3, 2011 - October 8, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CONCORD, CA
Past
January 3, 2011 - October 8, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CONCORD, CA
Past
December 4, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
RIA
CRD#: 10582
CONCORD, CA
Past
December 4, 2006 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
CONCORD, CA
Past
November 6, 2006 - November 30, 2006
WAMU INVESTMENTS, INC.
RIA
CRD#: 599
ANTIOCH, CA
Past
March 19, 2004 - November 30, 2006
WAMU INVESTMENTS, INC.
BD
CRD#: 599
ANTIOCH, CA
Past
August 28, 2000 - March 4, 2004
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/22/2023)
RR
California(5/22/2023)
IAR
California(5/23/2023)
RR
Florida(5/22/2023)
RR
Hawaii(5/24/2023)
RR
Idaho(5/22/2023)
RR
Louisiana(5/22/2023)
RR
Nevada(5/22/2023)
RR
New Jersey(5/22/2023)
RR
New Mexico(5/22/2023)
RR
New York(5/22/2023)
RR
North Carolina(5/22/2023)
RR
Ohio(5/22/2023)
RR
Oregon(5/22/2023)
RR
Texas(5/22/2023)
IAR
Texas(6/19/2023)
RR
Utah(5/22/2023)
RR
Virginia(5/22/2023)
RR
Washington(5/22/2023)
RR
Wyoming(5/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/22/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 5/22/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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.
Company Information
CONCURRENT INVESTMENT ADVISORS, LLC
CRD#: 323135Walnut Creek, CA 94596TRUST BUT VERIFY
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