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Midhat Q
CFA®, Series 65, Series 66
Las Cruces, NM
Concurrent Investment Advisors, LLC
Midhat Quadri is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. He holds the CFA® designation along with Series 65 and Series 66 licenses. His previous roles include positions at Spire Investment Partners and First American Bank. Quadri operates under the DBA Quadri Investment Management for certain advisory activities. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by internal due diligence and platform integrations including affiliated sub-advisory arrangements and third-party solutions.
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