Courtney Tara Haddad
Chief Compliance OfficerConcurrent Asset Management, LLCCRD 3169496
About Courtney Tara Haddad
Courtney Tara Haddad is listed as Chief Compliance Officer at Concurrent Asset Management, LLC in Tampa, FL. Form ADV reports a beneficial ownership band of Under 5%. Courtney Tara Haddad is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Concurrent Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Courtney Tara Haddad work?
Courtney Tara Haddad is listed as Chief Compliance Officer at Concurrent Asset Management, LLC on SEC Form ADV.
How much of Concurrent Asset Management, LLC does Courtney Tara Haddad own?
Form ADV reports a beneficial ownership band of Under 5%.
Concurrent Asset Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Concurrent Investment Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |