William Blair & Company
47yrs
Top advisor by experience in Illinois
19yrs
Brian Gray
Financial advisor at Concurrent Investment Advisors
Brian Gray has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Chicago, Illinois. Brian has been with Concurrent Investment Advisors since 2023; before that, Brian spent six years at Raymond James Financial Services Advisors and nine years at Wells Fargo Advisors. Concurrent Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 65% of advisors in Chicago
Office405 N Wabash Ave Suite 4250, Chicago, IL 60611
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm285
States licensed ?1 state
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowConcurrent Investment Advisors, LLCCurrent firm
- 2017 – 2023
- 2008 – 2017Wells Fargo Clearing Services, LLCPreviously
- Jun 2007 – Jan 2008A. G. Edwards & Sons, Inc.Previously
Contact Brian
405 N Wabash Ave Suite 4250Chicago, IL 60611Office · Get directions Firm main line(813) 709-8800Headquarters: Concurrent Investment Advisors · Tampa, FL Firm websitewww.legacyprivatewealthholdings.com
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Concurrent Investment Advisors at (813) 709-8800 and ask for Brian Gray. Brian works from the Chicago, IL office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2007, about 19 years. More experience than 65% of advisors in Chicago.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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