Daniel Patrick Maroney
Investment adviser representative at Concurrent Investment Advisors, LLC
16 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
16 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Concurrent Investment Advisors LLC d/b/a Family Wealth SolutionsMay 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Ennistymon LLCFeb 2020 to now
- Family Wealth Solutions LLCNov 2019 to now
- Raymond JamesNov 2019 to May 2023
- Raymond James Financial Services Advisors, Inc.Nov 2019 to May 2023
- Raymond James Financial Services, Inc.Nov 2019 to May 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2019
- Wells Fargo Advisors LLCMay 2010 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4817839
- Firm CRD
- 323135