David Andrew Speranza
Investment adviser representative at Concurrent Investment Advisors, LLC
13 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
13 years in the industry.
- Concurrent Investment Advisors d/b/a Compass Asset ManagementOct 2026 to now
- Purshe Kaplan Sterling InvestmentsOct 2026 to now
- Concurrent Investment Advisors, LLCSep 2026 to now
- Compass Asset ManagementFeb 2019 to Sep 2026
- Spire Wealth Management LLCFeb 2019 to Sep 2026
- Lincoln Financial Advisors CorporationMar 2013 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 4269430
- Firm CRD
- 323135