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Trevin S
Series 65
Sewickley, PA
Concurrent Investment Advisors, LLC
Trevin Seskey is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial planning roles at Benchmark Financial Advisors and Ascentis Independent Advisors. Outside of his advisory work, he has held positions in retail and automotive services. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, 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 a broad network of advisors and integrated platform solutions.
Stephanie H
Series 63, Series 65
Sewickley, PA
Concurrent Investment Advisors, LLC
Stephanie Hunter is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera, PNC Wealth Management, and Wells Fargo Clearing. Hunter is also active as an insurance agent with Benchmark Financial Advisors. 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 investments, supported by a network of approximately 286 advisors serving over 13,000 clients.
Timothy M
Series 63, Series 65
Sewickley, PA
Concurrent Investment Advisors, LLC
Timothy Miller is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as Merrill, Wells Fargo Clearing, and Cetera Advisor Networks. In addition to his advisory work, he teaches retirement planning classes at the Community College of Allegheny County. 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 a network of approximately 286 advisors.
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