David Matthew Thailing
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Concurrent Investment Advisors, LLCJun 2026 to now
- Wealth Partners AllianceMay 2026 to now
- Avidian Wealth Solutions, LLCNov 2021 to Jun 2026
- Insight Wealth Strategies, LLC.Apr 2018 to Nov 2021
- Mutual Securities, Inc.Apr 2018 to Jun 2020
- Lincoln Financial AdvisorsOct 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (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
- 2302688
- Firm CRD
- 323135