AdFi
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Michael Robert Bauer

Investment Adviser Representative at CONCURRENT INVESTMENT ADVISORS, LLC

Grosse Pointe, MICRD #4451149Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/23/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/20/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$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%
$5,000,001 - $7,500,0001.40%
$7,500,001 - $10,000,0001.30%
$10,000,001 and above1.00%
Source

Concurrent Investment Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CONCURRENT INVESTMENT ADVISORS, LLCCurrent
4/17/2023Grosse Pointe, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
1/5/20184/25/2023Grosse Pointe, MI
WELLS FARGO CLEARING SERVICES, LLC
12/15/20051/11/2018Grosse Pointe Woods, MI
CIGNA FINANCIAL SERVICES, INC.
10/28/200211/26/2002Southfield, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Michael Robert Bauer 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.

Michael Robert Bauer - Financial Advisor in Grosse Pointe, MI | AdvisorFinder