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Scott Alexander Steele

FounderConcurrent Investment Advisors, LLCCRD 6076330

About Scott Alexander Steele

Scott Alexander Steele is listed as Founder at Concurrent Investment Advisors, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%. Scott Alexander Steele is associated with 4 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 Scott Alexander Steele work?

Scott Alexander Steele is listed as Founder at Concurrent Investment Advisors, LLC on SEC Form ADV.

How much of Concurrent Investment Advisors, LLC does Scott Alexander Steele own?

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

Concurrent Investment Advisors, LLC

TitleFounder
OwnershipUnder 5%
Control personYes
Since2022
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Concurrent Investment Advisors, LLC

TitleManager
Ownership25-50%
Control personYes
Since2023
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Concurrent Asset Management, LLC

TitleManager
Ownership25-50%
Control personYes
Since2023
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Concurrent Asset Management, LLC

TitleFounding Partner
Ownership—
Control personYes
Since2023
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