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Courtney Tara Haddad

Chief Compliance OfficerConcurrent Investment Advisors, LLCCRD 3169496

About Courtney Tara Haddad

Courtney Tara Haddad is listed as Chief Compliance Officer at Concurrent Investment Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%. Courtney Tara Haddad is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Concurrent Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Courtney Tara Haddad work?

Courtney Tara Haddad is listed as Chief Compliance Officer at Concurrent Investment Advisors, LLC on SEC Form ADV.

How much of Concurrent Investment Advisors, LLC does Courtney Tara Haddad own?

Form ADV reports a beneficial ownership band of Under 5%.

Concurrent Investment Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
View Concurrent Investment Advisors, LLC →

Concurrent Asset Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Concurrent Asset Management, LLC →