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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

HUGH FOSTER HAMILTON

Advisor at CONCURRENT INVESTMENT ADVISORS, LLC

TAMPA, FL | Houston, TX

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Search this name across graphsid dfx:ria:bb35adcf-cfda-40b1-6c1f-5c171bc7b4d9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2000 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 20, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Dec 20, 1999
First registration: Feb 7, 2000
Dual registered: no
IAPD individual key: 4024641

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	Jul 10, 2026	n/a	yes	Houston, TX\|TAMPA, FL	Current employment
MORGAN STANLEY	Wirehouse	Sep 29, 2011	Jul 13, 2026	no	Houston, TX\|Houston, TX	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Oct 18, 2004	Oct 10, 2011	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 7, 2000	Nov 10, 2004	no	HOUSTON, TX	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
MORGAN STANLEY	CONCURRENT INVESTMENT ADVISORS, LLC	Jul 13, 2026	Jul 10, 2026	-3	Firm change	Wirehouse to RIA
RBC CAPITAL MARKETS, LLC	MORGAN STANLEY	Oct 10, 2011	Sep 29, 2011	-11	Firm change	Ibd to wirehouse
WELLS FARGO ADVISORS	RBC CAPITAL MARKETS, LLC	Nov 10, 2004	Oct 18, 2004	-23	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ CONCURRENT INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jul 10, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 29, 2011 to Jul 13, 2026factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Oct 18, 2004 to Oct 10, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 7, 2000 to Nov 10, 2004factForm ADV

Dated events

Occurred
Jul 13, 2026
Advisor changed firm
Hugh Foster Hamilton left Morgan Stanley for Concurrent Investment Advisors, Llc (registered 2026-07-10)
Form ADVobserved 5 days ago