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RIA / WealthAdvisorCertified Financial Planner14 years in industry

CYRUS ASKARI BARAVATI

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

Scottsdale, AZ | TAMPA, FL

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Search this name across graphsid dfx:ria:2cf927d8-8402-4f01-9543-0a7746bc4fa0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CONCURRENT INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 31, 2014
First registration: Mar 31, 2014
Dual registered: no
IAPD individual key: 6117211

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	May 14, 2025	n/a	yes	TAMPA, FL\|Scottsdale, AZ	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Sep 8, 2021	May 8, 2025	no	Phoenix, AZ	Previous registration
TFO FAMILY OFFICE PARTNERS	Independent wealth	Jul 3, 2019	Aug 2, 2021	no	PHOENIX, AZ	Previous registration
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jun 26, 2014	May 31, 2019	no	PHOENIX, AZ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 31, 2014	Jun 27, 2014	no	Phoenix, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	CONCURRENT INVESTMENT ADVISORS, LLC	May 8, 2025	May 14, 2025	6	Firm change	Other
TFO FAMILY OFFICE PARTNERS	SCHWAB WEALTH ADVISORY, INC.	Aug 2, 2021	Sep 8, 2021	37	Firm change	Other
SCHWAB WEALTH ADVISORY, INC.	TFO FAMILY OFFICE PARTNERS	May 31, 2019	Jul 3, 2019	33	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	SCHWAB WEALTH ADVISORY, INC.	Jun 27, 2014	Jun 26, 2014	-1	Channel change	Other

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 14, 2025 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Sep 8, 2021 to May 8, 2025factForm ADV
→ TFO FAMILY OFFICE PARTNERSRegistered adviserregistration: previous registration
Jul 3, 2019 to Aug 2, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 31, 2014 to Jun 27, 2014factForm ADV

Dated events

Occurred
May 8, 2025
Advisor changed firm
Cyrus Askari Baravati left Schwab Wealth Advisory, Inc. for Concurrent Investment Advisors, Llc (registered 2025-05-14)
Form ADVobserved 4 days ago