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RIA / WealthAdvisor19 years in industry

GRACE BASILONE

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Fort Lauderdale, FL

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Search this name across graphsid dfx:ria:93308371-9992-3eb3-8be3-d2707f91cafc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 8, 2006 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: Dec 6, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 6, 2006
First registration: Dec 8, 2006
Dual registered: no
Other names: GRACE TIZZANI|GRACE TIZZANI
IAPD individual key: 1023863

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	Aug 11, 2023	n/a	yes	Fort Lauderdale, FL\|TAMPA, FL	Current employment
CONCURRENT INVESTMENT ADVISORS, LLC	Independent wealth	Jul 12, 2023	Jul 13, 2023	no	Fort Lauderdale, FL\|TAMPA, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 2, 2017	Aug 7, 2023	no	FT LAUDERDALE, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Nov 2, 2017	no	FT. LAUDERDALE, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	May 2, 2008	Jun 1, 2009	no	FT. LAUDERDALE, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 8, 2006	May 6, 2008	no	FORT LAUDERDALE, FL\|CORAL SPRINGS, FL	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
WELLS FARGO ADVISORS	CONCURRENT INVESTMENT ADVISORS, LLC	Aug 7, 2023	Jul 12, 2023	-26	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Nov 2, 2017	Nov 2, 2017	0	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MORGAN STANLEY & CO. LLC	May 6, 2008	May 2, 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
11025:323135:FL:2023-08-07	Aug 7, 2023	Jul 12, 2023	FT LAUDERDALE, FL	Firm change
149777:11025:FL:2017-11-02	Nov 2, 2017	Nov 2, 2017	FT LAUDERDALE, FL	Firm change

Relationships

Registered with (5)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 12, 2023 to Jul 13, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 2, 2017 to Aug 7, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Nov 2, 2017factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
May 2, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 8, 2006 to May 6, 2008factForm ADV

Dated events

Occurred
Aug 7, 2023
Advisor changed firm
Grace Basilone left Wells Fargo Advisors for Concurrent Investment Advisors, Llc (registered 2023-07-12)
Form ADVobserved 4 days ago