RD
Richard S. Danielson
CONCURRENT INVESTMENT ADVISORS
Mandeville, LA 70471
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CRD#: 4839525
RD
Professional summary
Richard S Danielson is a registered financial advisor currently at CONCURRENT INVESTMENT ADVISORS, LLC located in Mandeville, Louisiana and PURSHE KAPLAN STERLING INVESTMENTS located in Mandeville, Louisiana.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Richard has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) Concurrent Advisors dba Danielson Tate Capital Partners. Investment-related. At registered location. RIA. Fianncial Advisor. Start: 01/2023. 160 hrs/month; all during trading hours. Financial Advisor. 2) Recreation District #1. Not investment-related. Located at Pelican Park, 63350 Pelican Drive, Mandeville, LA 70448. Board of Directors. Commissioner. Start: 06.2016. 4 hrs/month; 0 during trading hours. Duties: attend a regular monthly board meeting, along with the occasional special meeting. Provide oversight to the Director & Staff review and approve policies, review and approve the annual operating budget. 3) HeartGift Foundation. Not investment-related. Located at 5500 Prytania Blvd, Suite 306, New Orleans, LA 70115. Board of Directors. Member. Start: 07/2019. 2 hrs/month; 0 during trading hours. Duties: attend monthly board meetings and provide oversight to the program which brings children from other countries to New Orleans for life saving heart surgeries. 4) Lakeview Regional Medical Center. Not investment-related. Located at 95 Judge Tanner Blvd, Covington, LA 70433. Civic Organization. Board Member. Start: 05/2014. 2 hrs/month; 0 during trading hours. Duties: attend a board meeting every other month, participate in hospital activities when possible, and provide basic oversight for hospital operations. 5)Northshore Kiwanis Club of Mandeville. No investment-related. Located at 3090 E Causeway Approach, Mandeville, LA 70448. Civic Organization. Active Member. Start:02/2005. 5 hrs/month; 0 during trading hours. Duties: active member of the organization, attend regular membership meetings, participate in community service projects and other club activities. 6) Young Entrepreneurs Academy (YEA). Not investment-related. Located at 1514 Martens Dr, Hammond, LA 70402. Civic Organization. Volunteer Instructor. Start: 09/2022. 10 hrs/month; 0 during trading hours. Duties: serve as a volunteer instructor for the program which meets weekly between Sept & March for 2 hrs / week and helps students learn the basics of starting a business. 7) 4880 Partners LLC. Not investment-related. Located at 4880 Hwy 22, Mandeville, LA 70471. Real Estate Ownership. Member/Co-Owner. Start:01/2023. 0 hrs/month. This is the LLC that will own the office building that will be worked out of. 8) ST. Tammany Parish Fire District #4. No investment-Related. Located at 709 Girod Street, Mandeville LA 70448. Chairman, Board of Commissioners.12/2024. 2. 0. Attend & oversee monthly meetings of the board of commissioners. This is an advisory board for one of the 13 fire districts. The board provides guidance to the fire district and oversees the annual budget.
CRS (Client Relationship Summary) - RIA
Click below to view Richard S Danielson'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
January 9, 2023 - Present
CONCURRENT INVESTMENT ADVISORS, LLC
Office #1: 4880 Louisiana Highway 22, Mandeville, LA 70471RIA
CRD#: 323135
Mandeville, LA
Current
January 9, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4880 Hwy 22, Mandeville, LA 70471BD
CRD#: 35747
Mandeville, LA
Past
October 14, 2016 - January 11, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.
RIA
CRD#: 146936
MANDEVILLE, LA
Past
October 14, 2016 - January 11, 2023
BENJAMIN F. EDWARDS & COMPANY, INC.
BD
CRD#: 146936
MANDEVILLE, LA
Past
March 2, 2005 - October 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MANDEVILLE, LA
Past
January 1, 2005 - October 17, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MANDEVILLE, LA
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
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | 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 | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
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
Alabama(1/14/2023)
RR
California(1/14/2023)
RR
Florida(1/9/2023)
RR
Georgia(1/14/2023)
RR
Illinois(1/14/2023)
RR
Indiana(1/14/2023)
RR
Kentucky(1/14/2023)
RR
Louisiana(1/9/2023)
IAR
Louisiana(1/9/2023)
RR
Massachusetts(1/14/2023)
RR
Minnesota(1/14/2023)
RR
Mississippi(1/14/2023)
RR
New Mexico(1/14/2023)
RR
New York(1/14/2023)
RR
North Carolina(1/14/2023)
RR
Oklahoma(1/14/2023)
RR
Oregon(1/14/2023)
RR
Pennsylvania(1/14/2023)
RR
Texas(1/14/2023)
IAR
Texas(2/17/2023)
RR
Virginia(1/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CONCURRENT INVESTMENT ADVISORS, LLC
44 MANAGEMENT | WINE COUNTRY WEALTH | WEALTH PARTNERS ALLIANCE | VENN WEALTH MANAGEMENT | VALENTA CAPITAL MANAGEMENT | TIDWELL-PREMOCK-BASILONE PRIVATE WEALTH MANAGEMENT | THE WEALTH STEWARDS | THE HAMILTON GROUP | TAILORMADE WEALTH COUNSEL | T7 LEGACY | STAMPER WEALTH & RETIREMENT GROUP | SPHINX ADVISORY GROUP | SPECTRUM WEALTH PARTNERS | SAUER WEALTH MANAGEMENT | PRICE FINANCIAL MANAGEMENT | OLD TOWN ADVISORS | NEXT RETIREMENT SOLUTIONS | MAVERICK WEALTH ADVISORS | MATT WIGREN & LAURA CHRISTOFFERSON | LUMATURE WEALTH PARTNERS | LINDAMOOD FINANCIAL GROUP | LEGACY PRIVATE WEALTH PARTNERS | LAURUS FINANCIAL GROUP | KEATON AND SAMS WEALTH MANAGEMENT | INSIGHT PRIVATE WEALTH | HUDSON WEALTH MANAGEMENT | HEARTLAND WEALTH MANAGEMENT | HEAD RETIREMENT & WEALTH STRATEGIES | HARRIMAN HALL WEALTH | GRH WEALTH MANAGEMENT | GREAT BASIN ASSET MANAGEMENT | FIG GARDEN WEALTH MANAGEMENT | 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 | CONCURRENT RETIREMENT SOLUTIONS | CONCURRENT PRIVATE WEALTH | CONCURRENT INVESTMENT ADVISORS, LLC | CONCURRENT CORPORATE SOLUTIONS | CONCURRENT ADVISORS, LLC | CONCURRENT ADVISORS | COLUMBIA ASSOCIATES WEALTH MANAGEMENT GROUP | COLUMBIA ASSOCIATES | CILIBERTI & ASSOCIATES | CHIEF INVESTMENT OFFICE | CENTER STREET WEALTH MANAGEMENT | CANOPY ASSET MANAGEMENT | BRICK HOUSE WEALTH STRATEGIES | BMR RETIREMENT | AVENUES TO WEALTH FINANCIAL ADVISORS | ARKY MILLER FINANCIAL GROUP | ALLEGIANT WEALTH PARTNERS | ALDEN CAPITAL MANAGEMENT | ADELE FINANCIAL LLC | ADALAN PRIVATE WEALTH
CRD#: 323135 / SEC#: 801-126555
RIA
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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
188
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,278 |
| AUM (Assets Under Management) | $ 9,901,639,186 |
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
CRD#: 323135Mandeville, LA 70471TRUST BUT VERIFY
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