CASEY ADAM KLEINER is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2026-04-23 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2022-09-13 | 2026-03-26 | — |
| CHARLES SCHWAB & CO., INC. | 2022-05-26 | 2022-09-24 | — |