Nathan Lenz has been Chief Executive Officer of Concurrent Investment Advisors since October 2022, is a control person of the firm and directly owns under 5% of it.
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.
Nathan Lenz’s longest registration was 3 years at Wealthshield LLC (2018–2022). Before joining Concurrent Investment Advisors in 2023, Nathan Lenz was registered through Wealthshield LLC and Raymond James Financial Services Advisors, Inc.
- – present · 3 yearsTampa, FL · Adviser representative · Firm CRD 323135
- Wealthshield LLC– · 3 yearsCary, NC · Adviser representative · Firm CRD 288875
- Raymond James Financial Services Advisors, Inc– · 2 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 149018
- Raymond James & Associates, Inc.– · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 705
- H.D. Vest Advisory Services, Inc– · 2 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 104556
Investment adviser representative registrations
Nathan Lenz is registered as an investment adviser representative in Florida, since May 2023.
- FloridaSince 26 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 February 2012 |
| Series 66 | Uniform Combined State Law Examination | 9 January 2008 |
| Series 7 | General Securities Representative Examination | 25 October 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Matthew Lenz
- CRD
- 5355530
- Firm
- Concurrent Investment Advisors · CRD 323135
- Role
- Chief Executive Officer
- Office
- 100 S. ASHLEY DRIVE, SUITE 830, Tampa, FL 33602
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathan Lenz work?
Nathan Lenz has been Chief Executive Officer of Concurrent Investment Advisors, LLC since October 2022, and is a control person of the firm.
Is Nathan Lenz a financial advisor?
Yes. Nathan Lenz has a current investment-adviser registration in Florida, through Concurrent Investment Advisors since May 2023.
How many years of experience does Nathan Lenz have?
Nathan Lenz has 13 years in the financial industry, since October 2013, across 5 adviser firms.
What exams has Nathan Lenz passed?
Nathan Lenz has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in October 2007. FINRA credited Nathan Lenz with the SIE, which began in October 2018.
Where did Nathan Lenz work before Concurrent Investment Advisors?
Before Concurrent Investment Advisors, Nathan Lenz was registered through Wealthshield LLC, July 2018 to June 2022; Raymond James Financial Services Advisors, Inc, December 2013 to August 2016; Raymond James & Associates, Inc., June 2011 to June 2012; H.D. Vest Advisory Services, Inc, February 2008 to March 2010.
Where is Nathan Lenz based?
Nathan Lenz’s registered office is in Tampa, FL.
Is Nathan Lenz registered with FINRA?
No. Nathan Lenz has no current broker registration.
How can I verify Nathan Lenz’s record?
Search CRD 5355530 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Lenz’s full registration record.