Daniel
O'Neill

Concurrent Investment Advisors, LLC

CRD#4034737
Investment Advisor
in Englewood, CO

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About this Advisor

Daniel O'Neill is a financial advisor based in Englewood, Colorado, working with Concurrent Investment Advisors, LLC. Daniel has previously held positions at Raymond James Financial Services, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors Dba Legacy Private Wealth Partner, Raymond James Financial Services, Inc, and Purshe Kaplan Sterling Investments. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Daniel is part of Concurrent Investment Advisors, LLC, which operates out of Englewood, Colorado. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5445 Dtc Pkwy Ste 1100
Englewood, CO 80111

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Concurrent Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,256,967,921

CO Average: $1,855,561,029
Total Number of Employees

123

CO Average: 62
Total Number of Accounts

18,097

CO Average: 2,474
Average Account Size

$345,746

CO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Daniel O'Neill Work History

2024 - Present (1 year)

Concurrent Investment Advisors Dba Legacy Private Wealth Partner

2024 - Present (1 year)

Purshe Kaplan Sterling Investments

2009 - 2024 (15 years)

Raymond James Financial Services Advisors, Inc

2007 - 2024 (17 years)

Raymond James Financial Services

2007 - 2024 (17 years)

Raymond James Financial Services, Inc

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Disclosures

Please visit the SEC profile of Daniel O'Neill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concurrent Investment Advisors, LLC

Richard Camacho
Tampa, FL
Daniel Froning
Tampa, FL
Nicholas Klein
Tampa, FL
Chad Mcqueen
West Berlin, NJ
Andrew Graefe
Tampa, FL
Brandy Lancaster
Colorado Springs, CO
Charles Davidson
Alpharetta, GA
Kelly Rodriguez
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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