# CONCERT ADVISOR SOLUTIONS, INC

CONCERT ADVISOR SOLUTIONS, INC of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159993
- Type: SEC-registered investment adviser
- SEC file number: 801-72959
- Location: 1900 THE ALAMEDA, SUITE 300, SAN JOSE, CA, 95126
- Phone: 408-856-6224
- Latest filing: 2014-01-28
- Clients: 7

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| THORN JAMES MARTIN | CHIEF COMPLIANCE OFFICER | — |
| LUNA FELIPE AMOR | CEO; CEO / BOARD DIRECTOR / TRUSTEE; CO-CEO (+3 more) | — |
| LUNA ELIZABETH NMN | EXECUTIVE VICE PRESIDENT, CO-CEO, CFO; EXECUTIVE VP  / BOARD DIRECTOR / TRUSTEE; EXECUTIVE VP  / CO-CEO / BOARD DIRECTOR / TRUSTEE (+2 more) | — |
| NAVARRA DENNIS BRUCE | CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER | — |
| THORN JAMES | CHIEF COMPLIANCE OFFICER | — |
| TABOR DOUGLAS WILLIAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159993/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159993/similar
- Related entities: https://search.stillhousedata.com/firm/159993/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159993

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.