Elizabeth Meagher
Investment Adviser Representative at Concurrent Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elizabeth Meagher is an investment adviser representative with Concurrent Investment Advisors, LLC in Grosse Pointe, MI, where they have been registered since 2023. They have worked in the securities industry since 1993 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Wells Fargo Clearing Services, LLC. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan and Texas.
Registrations & licenses
- Investment adviser:
- Michigan, Texas
- Broker:
3 states and territories
Florida, Kentucky, Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCJun 2008 – Jan 2018Grosse Pointe, MI
- Raymond James Financial Services, Inc.Jan 2018 – Apr 2023Grosse Point, MI
- Raymond James Financial Services Advisors Inc.Jan 2018 – Apr 2023Grosse Pointe, MI
- Next Retirement SolutionsOct 2018 – no end date reportedGrosse Pointe, MI
- BMR Retirement Group, LLCFeb 2019 – no end date reportedGrosse Pointe, MI
- Concurrent Investment Advisors DBA BMR Retirement LLCApr 2023 – no end date reportedGrosse Pointe, MI
- Purshe Kaplan Sterling InvestmentsApr 2023 – no end date reportedAlbany, NY
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
- $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
Client types the firm serves
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 profileOther advisors at Concurrent Investment Advisors, LLC
Showing 12 of 271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Meagher 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.
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