AdFi
AB

Anthony Bart Javarone

Investment Adviser Representative at Concurrent Investment Advisors, LLC

West Palm Beach, FLCRD #1721569Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
36 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony Bart Javarone is an investment adviser representative with Concurrent Investment Advisors, LLC in West Palm Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 1990 and have been registered with 5 firms, including International Assets Investment Management, LLC and Morgan Stanley. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/16/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 11/15/1989
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/16/1989
Series 3
National Commodity Futures Examination
Passed 7/29/1987

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Concurrent Investment Advisors, LLCCurrent
5/15/2025 – West Palm Beach, FL
International Assets Investment Management, LLC
12/21/2016 – 5/15/2025West Palm Beach, FL
Morgan Stanley
6/1/2009 – 1/22/2016West Palm Beach, FL
Morgan Stanley & Co. Incorporated
4/15/2008 – 6/1/2009W. Palm Beach, FL
Citigroup Global Markets Inc.
4/17/1991 – 4/22/2008West Palm Beach, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. International Assets Advisory, LLC
    Aug 2016 – May 2025West Palm Beach, FL
  2. International Assets Investment Management, LLC
    Dec 2016 – May 2025West Palm Beach, FL
  3. Concurrent Investment Advisors, LLC
    May 2025 – no end date reportedTampa, FL
  4. Javarone Group, LLC
    Oct 2016 – no end date reportedLake Clarke Shores, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Concurrent Investment Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • $0 - $1,000,0002.00%
  • $1,000,001 - $2,000,0001.70%
  • $2,000,001 - $3,000,0001.60%
  • $3,000,001 - $5,000,0001.50%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Family Office, Wealth Management, Estate Planning, Retirement/401K Services, and Insurance

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Family OfficeWealth ManagementEstate PlanningRetirement Planning401K ServicesInsuranceInvestment Advisory

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
271
Offices listed on AdvisorFinder:
41
Main office:
Tampa, FL
SEC file number:
801-126555

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

Other advisors at Concurrent Investment Advisors, LLC

Showing 12 of 271 in the directory

View Concurrent Investment Advisors, LLC firm profile

Similar advisors in West Palm Beach, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony Bart Javarone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Anthony Bart Javarone (Concurrent Investment Advisors)