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Anthony Michael David

Concurrent Investment Advisors, LLC

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About Anthony Michael David

Anthony Michael David is an investment advisor representative currently registered with Concurrent Investment Advisors, LLC and has been in the industry since October 2001. Anthony Michael David is also a registered investment advisor representative with the firm. Anthony Michael David holds Series 7, Series 31, Series 66, and SIE licenses and is registered in 16 states.

Firm Information

Anthony David is currently registered with Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm manages approximately $1 billion to $10 billion in assets for individuals, corporations, pension and profit-sharing plans, and other entities. Concurrent Investment Advisors offers a variety of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm also participates in wrap fee programs.
Concurrent Investment Advisors, LLC

100 S. ASHLEY DRIVE

TAMPA, FL 33602

$6.26B

Assets Under Management

Not reported

Total Clients

150

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony David’s Registration & Firm History

FL

06/19/2023 - Present

Concurrent Investment Advisors, LLC (TAMPA FL)

DC

08/13/2021 - 06/09/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Washington DC)

DC

06/01/2009 - 08/24/2021

MORGAN STANLEY (Washington DC)

DC

11/18/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)

NY

10/05/2001 - 11/22/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 02/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Michael David.
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