Nicholas Hamilton is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investment Company, Raymond James Financial Services, Inc., and Morgan Stanley. Outside of his advisory role, he owns and manages administrative operations for HG & CA, LLC and The Hamilton Group, entities associated with his advisory work.
Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.