Joseph Paul D'anniballe
Investment adviser representative at Concurrent Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.7BFirm assets
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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
17 years in the industry.
- Concurrent Investment Advisors, LLCDec 2025 to now
- Purshe Kaplan Sterling InvestmentsMar 2020 to now
- 1858 Wealth ManagementJan 2020 to now
- Danniballe Houston, LLCNov 2009 to Jan 2020
- Wells Fargo AdvisorsNov 2009 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2120625
- Firm CRD
- 323135