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Ramin A
Series 63, Series 65
New York, NY
Concurrent Investment Advisors, LLC
Ramin Abrams is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Morgan Stanley. Outside of his advisory work, he is involved as a passive investor in real estate and also engages in insurance sales. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm builds customized portfolios using a range of investment vehicles and takes a long-term approach with opportunistic rebalancing.
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