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Anthony M. David
CONCURRENT INVESTMENT ADVISORS | Financial Advisor
Arlington, VA 22203
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CRD#: 4300274
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Anthony Michael DavidCONCURRENT INVESTMENT ADVISORS
Professional summary
Anthony Michael David is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Arlington, Virginia and PURSHE KAPLAN STERLING INVESTMENTS located in Arlington, Virginia.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Anthony has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 6/8/2023. 5 hours/month all during trading hours. Provide insurance advice based on the needs of clients. 2) Concurrent Investment Advisors LLC dba Adalan Private Wealth. Investment Related. At Registered Location. Investment Advisor through Outside RIA. IAR/Financial Advisor. 6/8/2023. 160 hours/month all during trading hours. Provide fee based investment advice. 3) SJD Partners, LLC. Investment Related - Yes. At registered location. Holding Company LLC. Owner. 11/27/2023. 1-5 hours. 0 hrs during trading hrs. This is an LLC, which will be used to invest in various passive private investments.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Michael David's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 26, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 4250 North Fairfax Drive Suite 600, Arlington, VA 22203RIA
CRD#: 323135
Arlington, VA
Current
June 6, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4250 North Fairfax Drive Ste. 600, Arlington, VA 22203Office #2: 80 State Street, Albany, NY 12207BD
CRD#: 35747
Arlington, VA
Past
August 13, 2021 - June 9, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Washington, DC
Past
August 13, 2021 - June 9, 2023
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Washington, DC
Past
June 1, 2009 - August 24, 2021
MORGAN STANLEY
RIA
CRD#: 149777
Washington, DC
Past
June 1, 2009 - August 24, 2021
MORGAN STANLEY
BD
CRD#: 149777
Washington, DC
Past
November 29, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WASHINGTON, DC
Past
November 18, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WASHINGTON, DC
Past
March 20, 2002 - November 22, 2005
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WASHINGTON, DC
Past
October 5, 2001 - November 22, 2005
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/6/2023)
RR
Colorado(6/6/2023)
RR
Connecticut(6/6/2023)
RR
Florida(6/6/2023)
RR
Georgia(6/6/2023)
RR
Illinois(9/25/2025)
RR
Maryland(6/6/2023)
RR
Nebraska(9/8/2023)
RR
Nevada(6/6/2023)
RR
New Jersey(6/6/2023)
RR
New York(6/6/2023)
RR
Ohio(6/6/2023)
RR
South Carolina(1/3/2024)
IAR
Texas(6/19/2023)
RR
Utah(6/30/2026)
RR
Virginia(6/6/2023)
IAR
Virginia(6/3/2026)
RR
Wyoming(6/6/2023)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
1858 WEALTH MANAGEMENT | WINSTONE WEALTH PARTNERS | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TRANQUILITY WEALTH MANAGEMENT | TOTA VITA FINANCIAL ASSOCIATES | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE NINE BRIDGE FINANCIAL PARTNERS | THE HAMILTON GROUP | TC WEALTH MANAGEMENT | TAVO WEALTH | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SILVERARROW FINANCIAL | SHEPHERD CAPITAL MANAGEMENT | SAUER WEALTH MANAGEMENT | RIVERTREE WEALTH MANAGEMENT | QUADRI INVESTMENT MANAGEMENT | PRICE FINANCIAL MANAGEMENT | POTOMAC FINANCIAL GROUP | PATTERSON WEALTH MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MONTESA WEALTH MANAGEMENT | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | MARCHE WEALTH | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEVORCHICK WEALTH MANAGEMENT | LEGACY PRIVATE WEALTH PARTNERS | LEE WEALTH MANAGEMENT | LAURUS FINANCIAL GROUP | LAKEWOOD PRIVATE WEALTH | KRAUSE CAPITAL, INC. | KOPP WEALTH MANAGEMENT | KNIGHTSBRIDGE FINANCIAL | KEATON AND SAMS WEALTH MANAGEMENT | KAIZEN WEALTH STRATEGIES | INSIGHT PRIVATE WEALTH | IBIO CAPITAL | HUDSON WEALTH MANAGEMENT | HUDGENS WEALTH PARTNERS | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | HAMILTON INSTITUTIONAL CONSULTING WEALTH MANAGEMENT | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | GAME PLAN WEALTH STRATEGIES LLC | FIG GARDEN WEALTH MANAGEMENT | FEHRMAN INVESTMENT GROUP | FAMILY WEALTH SOLUTIONS | ENGLESTAD WEALTH ADVISORS | ELEVATE FAMILY PARTNERS | EAGLE CAPITAL | DAS WEALTH MANAGEMENT GROUP | DANIELSON TATE CAPITAL PARTNERS | CROWNMARK WEALTH ADVISORS | COX, KLUGH AND CO. | CORNERSTONE PRIVATE WEALTH PARTNERS | CORBETT ROAD WEALTH MANAGEMENT | CONCURRENT WEALTH ADVISORS | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COMPASS ASSET MANAGEMENT GROUP | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CARDINAL WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BROOKSHIRE WEALTH MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT GROUP, LLC | BLUEPRINT FINANCIAL GROUP | BLOOM FINANCIAL GROUP | BD8 CAPITAL PARTNERS | BARNETT FINANCIAL GROUP | AXXIOS PRIVATE WEALTH MANAGEMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALIGNED WEALTH | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH | ACUMEN CO | 44 MANAGEMENT | 3 POINT FINANCIAL
CRD#: 323135 / SEC#: 801-126555
RIA
Registered Investment Advisory firm - (9/8/2022 Approved)Loading...
Contact information
Main Address
100 S. Ashley Drive Suite 830, Tampa, FL 33602
Mailing Address
Phone number
(813) 709-8800
Established
Firm type
Fiscal year end
# of Employees
187
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 41,105 |
| AUM (Assets Under Management) | $ 15,727,990,844 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCURRENT INVESTMENT ADVISORS, LLC
Financial AdvisorCRD#: 323135Arlington, VA 22203TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
