Gregory Paul Gottlieb is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2025-09-22 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2021-04-26 | 2025-09-30 | — |