David Albert Urovsky
Investment adviser representative at Concurrent Investment Advisors, LLC
24 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Concurrent Investment Advisors, LLCSep 2026 to now
- Spire Investment Partners, LLCAug 2019 to Sep 2026
- Spire Wealth ManagementAug 2019 to Sep 2026
- Lincoln Financial GroupAug 2015 to Aug 2019
- Wealth Advisors GroupAug 2002 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1806732
- Firm CRD
- 323135