Courtney Tara Haddad
Chief Compliance OfficerConcurrent Investment Advisors, LLCCRD 3169496
About Courtney Tara Haddad
Courtney Tara Haddad is listed as Chief Compliance Officer at Concurrent Investment Advisors, 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 Investment Advisors, 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 Investment Advisors, LLC on SEC Form ADV.
How much of Concurrent Investment Advisors, LLC does Courtney Tara Haddad own?
Form ADV reports a beneficial ownership band of Under 5%.
Concurrent Investment Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Concurrent Asset Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |