SF
Sean L. Foote
CONCURRENT INVESTMENT ADVISORS
Atlanta, GA 30328
Some features on this profile are disabled
CRD#: 5524764
SF
Professional summary
Sean L Foote, who also goes by Sean Foote, is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Atlanta, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.
Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Sean has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Foote
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 Crownmark Wealth Advisors. Investment-Related. At Registered Location. RIA. Financial Advisor. 4/2025. 160. 160. Investment Advisor. 2.) Fixed Insurance. Investment - Related. At Registered Location. Fixed /Traditional. Agent. 4/2025. 1. 1. Provide Insurance Advice based on the needs of clients. 3.) S Foote Music Publishing. Not Investment - Related. 6114 Belair Lake Rd. Lithonia GA, 30038. Music Publishing. Owner. 10.1988. 0.0. A music affiliation to collect royalties for music production and songwriting. 4.) Nexx Wave Music LLC. Investment - Related; 300 Delaware Ave STE 210-A Wilmington, DE 19801. Music Production Consulting. Owner. 6/2018. 0. 1. Will provide Music Production Consulting for Artist Album Project. 5.) Paradise 131 Properties. Not Investment - Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Real Estate Development. Managing Partner. 3/2017. 4. 0. Oversees Contractors. 6.) Paradise Properties Unlimited. Not Investment - Related. 6114 Belair Lake Rd. Lithonia, GA 30038. Real Estate Sales. Managing Partner. Oversee Property Manager 7.) SUNY New Paltz Foundation Not Investment - Related. 1 Hawk Dr New Paltz, New York 12561. Board of Directors. Board Member. 10/2023. 15. 0. I contribute to oversight of third-party investment management company. My role includes reviewing financial statements, assessing investment policies, and ensuring long-term financial sustainability to support the foundation's mission 8.) Legacy Suites. Not Investment - Related. 3790 El Camino Real #1121 Palo Alto, CA 94306. Technology. Owner. 3/2022.15. 0. Manage Marketing and Business Development11 9.) Arista UAC LLC. Not Investment - Related. 1328 New York Ave Huntington Station, NY 11746. Real Estate. Limited Partner. 3/2011. 0. 0. No duties. Silent minority partner in real estate deal
CRS (Client Relationship Summary) - RIA
Click below to view Sean L Foote'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
April 1, 2025 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 6 Concourse Parkway Suite 2175, Atlanta, GA 30328RIA
CRD#: 323135
Atlanta, GA
Current
April 8, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 6 Concourse Pkwy Suite 1460, Atlanta, GA 30328BD
CRD#: 35747
ALBANY, NY
Past
March 31, 2025 - March 31, 2025
CONCURRENT INVESTMENT ADVISORS, LLC
RIA
CRD#: 323135
Atlanta, GA
Past
April 4, 2014 - April 17, 2025
MORGAN STANLEY
RIA
CRD#: 149777
Atlanta, GA
Past
April 4, 2014 - April 17, 2025
MORGAN STANLEY
BD
CRD#: 149777
Atlanta, GA
Past
August 14, 2008 - April 7, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ALPHARETTA, GA
Past
July 10, 2008 - April 7, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ALPHARETTA, GA
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
Alaska(4/8/2025)
RR
California(4/8/2025)
RR
Colorado(4/8/2025)
RR
District of Columbia(4/8/2025)
RR
Florida(4/8/2025)
IAR
Georgia(4/2/2025)
RR
Georgia(4/8/2025)
RR
Illinois(4/8/2025)
RR
Iowa(4/8/2025)
RR
Maine(4/8/2025)
RR
Maryland(4/8/2025)
RR
Massachusetts(4/8/2025)
RR
Missouri(8/6/2025)
RR
New Jersey(4/8/2025)
RR
New York(4/8/2025)
RR
North Carolina(4/8/2025)
RR
Ohio(4/8/2025)
RR
Oregon(4/8/2025)
RR
Pennsylvania(4/8/2025)
RR
South Carolina(4/8/2025)
RR
Tennessee(4/8/2025)
IAR
Texas(4/1/2025)
RR
Texas(4/8/2025)
RR
Virginia(4/8/2025)
Exams
State Security Law 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.
