Daniel Albert Roeske
Investment adviser representative at Concurrent Investment Advisors, LLC
17 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
17 years in the industry.
- Oakwood Capital Securities, Inc.Jul 2026 to now
- Concurrent Investment Advisors, LLCMar 2023 to now
- Concurrent Investment Advisors, LLC d/b/a Tailormade Wealth CounApr 2021 to now
- Tailormade Financial Inc.Apr 2021 to now
- Tailor Made Financial SvcsMar 2009 to now
- Purshe Kaplan Sterling InvestmentsMar 2023 to Jul 2026
- Raymond James Financial Services Advisors Inc.Feb 2019 to Mar 2023
- Raymond James Financial Services, Inc.Aug 2018 to Mar 2023
- The Leaders Group IncMay 2009 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2018
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
- 2740143
- Firm CRD
- 323135