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AC

Adrian E. Colmenares

CONCENTRIC
Boston, MA 02110
Some features on this profile are disabled
CRD#: 7467176
AC

Professional summary

Adrian Enrique Colmenares, who also goes by Adrian E Colmenares, is a registered financial advisor currently at CONCENTRIC located in Boston, Massachusetts.

Adrian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Adrian has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adrian E Colmenares

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 Adrian Enrique Colmenares'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

October 27, 2025 - Present

CONCENTRIC

Office #1: 24 Federal Street, Boston, MA 02110
RIA
CRD#: 321633
Boston, MA

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".
CO
CONCENTRIC
ADVISOR PARTNERS | CONCENTRIC | ADVISOR PARTNERS II, LLC

CRD#: 321633 / SEC#: 801-125744

RIA
Registered Investment Advisory firm - (5/25/2022 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
California
(10/27/2025)
IAR
Massachusetts
(11/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/27/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2024
Securities Industry Essentials Examination

Current Firm

CO
CONCENTRIC
ADVISOR PARTNERS | CONCENTRIC | ADVISOR PARTNERS II, LLC

CRD#: 321633 / SEC#: 801-125744

RIA
Registered Investment Advisory firm - (5/25/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1333 N. California Blvd Suite 680, Walnut Creek, CA 94596
Mailing Address
Phone number
(888) 265-2257
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (42 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

CONCENTRIC PART 2A FORM ADV 08012025 (8/1/2025)

Regulatory assets under management

Total Number of Accounts3,552
AUM (Assets Under Management)$ 7,668,325,922

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

CONCENTRIC

CRD#: 321633Boston, MA 02110

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