Max Jamison Valenta
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.
Max Jamison Valenta is an investment adviser representative with Concurrent Investment Advisors, LLC in Westminster, CO, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
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.
- Concurrent Investment Advisors, LLCJun 2026 – no end date reportedWestminster, CO
- Valenta Capital ManagementJun 2026 – no end date reportedWestminster, CO
- Morgan StanleyAug 2022 – Apr 2026New York, NY
- GQue BBQJan 2016 – Mar 2018Westminster, CO
- Valenta Capital ManagementApr 2019 – Aug 2019Westminster, CO
- WeekendsJul 2019 – Mar 2022Boulder, CO
- Fox Sports (Fox Entertainment)Jun 2020 – Aug 2020Los Angeles, CA
- Fox News (Fox Entertainment)Jun 2019 – Aug 2019New York, NY
- CMV Reselling (Sicilian Cops)Aug 2012 – Jun 2022Westminster, CO
- Student - University of Colorado: BoulderAug 2018 – May 2022Boulder, CO
Official records & sources
Data as of August 10, 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. Max Jamison Valenta 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.
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