David Daniel Silva
Investment adviser representative at Concurrent Investment Advisors, LLC
13 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
13 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Wealth Partners AllianceJun 2021 to now
- Jack Silva Holdings, LLCNov 2015 to now
- Silva Wealth Partners LLCAug 2013 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to Apr 2025
- ConcurrentJun 2021 to Apr 2023
- Raymond JamesAug 2013 to Apr 2023
- Raymond James Financial Services Advisors Inc.Aug 2013 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
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
- 4765744
- Firm CRD
- 323135