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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

NICHOLAS MANNING HAMILTON

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Greenwood Village, CO

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Search this name across graphsid dfx:ria:9124f5b2-505a-e935-64c9-577036fba33a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2005 to Sep 15, 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: Apr 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 14, 2005
First registration: Apr 15, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4900895

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 17, 2023	n/a	yes	Greenwood Village, CO\|TAMPA, FL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 2, 2017	May 26, 2023	no	GREENWOOD VILLAGE, CO\|Greenwood Village, CO	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 6, 2017	no	Greenwood Village, CO	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Oct 24, 2008	Jun 1, 2009	no	ENGLEWOOD, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 15, 2005	Oct 28, 2008	no	ENGLEWOOD, CO\|GREENWOOD VILLAGE, CO	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	CONCURRENT INVESTMENT ADVISORS, LLC	May 26, 2023	May 17, 2023	-9	Bulk transfer	Ibd to RIA
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 6, 2017	Nov 2, 2017	-4	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Oct 28, 2008	Oct 24, 2008	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149777:149018:CO:2017-11-06	Nov 6, 2017	Nov 2, 2017	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 17, 2023 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 2, 2017 to May 26, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 6, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Oct 24, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 15, 2005 to Oct 28, 2008factForm ADV

Dated events

No dated event names this entity yet.