Joseph McQuaid has been Chief Operating Officer of Concurrent Investment Advisors since June 2024, is not listed as a control person, but directly owns under 5% of the firm.
Concurrent Investment Advisors, LLC is a Tampa, FL firm with $15.7B under management, 13,277 clients and 160 advisers across 73 offices, as of its September 2026 filing.
Joseph McQuaid’s longest registration was 8 years at New York Life Investment Management LLC (2002–2011). Before joining Concurrent Investment Advisors in 2025, Joseph McQuaid was registered through Imprint Wealth LLC and Eudaimonia Partners, LLC.
- – present · under a yearMt Pleasant, SC · Adviser representative · Firm CRD 323135
- Imprint Wealth LLC– · 1 yearMount Pleasant, SC · Adviser representative · Firm CRD 322130
- Eudaimonia Partners, LLC– · 1 yearMt. Pleasant, SC · Adviser representative · Firm CRD 283884
- Wealthshield LLC– · 2 yearsCary, NC · Adviser representative · Firm CRD 288875
- Guggenheim Investments– · 1 yearMT Pleasant, SC · Adviser representative · Firm CRD 105477
- Americafirst Capital Management, LLC– · under a yearChester Springs, PA · Adviser representative · Firm CRD 152248
- LPL Financial LLC– · under a yearKing of Prussia, PA · Adviser representative · Firm CRD 6413
- New York Life Investment Management LLC– · 8 yearsParsippanny, NJ · Adviser representative · Firm CRD 109591
Investment adviser representative registrations
Joseph McQuaid is registered as an investment adviser representative in South Carolina, since December 2025.
- South CarolinaSince 17 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 May 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 February 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Gerard McQuaid
- CRD
- 4132950
- Firm
- Concurrent Investment Advisors · CRD 323135
- Role
- Chief Operating Officer
- Office
- Mt Pleasant, SC
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph McQuaid work?
Joseph McQuaid has been Chief Operating Officer of Concurrent Investment Advisors, LLC since June 2024.
Is Joseph McQuaid a financial advisor?
Yes. Joseph McQuaid has a current investment-adviser registration in South Carolina, through Concurrent Investment Advisors since December 2025.
How many years of experience does Joseph McQuaid have?
Joseph McQuaid has 21 years in the financial industry, since December 2004, across 8 adviser firms.
What exams has Joseph McQuaid passed?
Joseph McQuaid has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 2000. FINRA credited Joseph McQuaid with the SIE, which began in October 2018.
Where did Joseph McQuaid work before Concurrent Investment Advisors?
Before Concurrent Investment Advisors, Joseph McQuaid was registered through Imprint Wealth LLC, July 2022 to June 2024; Eudaimonia Partners, LLC, December 2020 to June 2022; Wealthshield LLC, July 2018 to September 2020; Guggenheim Investments, March 2014 to October 2015; Americafirst Capital Management, LLC, January 2012 to January 2012; LPL Financial LLC, July 2011 to December 2011; New York Life Investment Management LLC, July 2002 to May 2011.
Where is Joseph McQuaid based?
Joseph McQuaid’s registered office is in Mt Pleasant, SC.
Is Joseph McQuaid registered with FINRA?
No. Joseph McQuaid has no current broker registration.
How can I verify Joseph McQuaid’s record?
Search CRD 4132950 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph McQuaid’s full registration record.