CONCERT INVESTMENT ADVISORY LLC

Overview

Concert Investment Advisory LLC is a small, SEC‑registered wealth manager formed in 2019 and organized as an LLC with individual ownership. The firm serves individual and family clients, charging fees as a percentage of assets under management and focusing on portfolio management for individuals and small businesses. In addition to advisory work, the firm operates as a registered representative of a broker‑dealer and as an insurance broker, and it also engages in selection of third‑party advisers. Concert does not present itself as an ESG investor and is not positioned as a multi‑state adviser or pension consultant. The firm describes itself as a capital allocator, suggesting it builds client exposure through external managers and private placements alongside more traditional pooled products.

Assets & Accounts

Investments & Alternatives