Daniel
Roeske
Concurrent Investment Advisors, LLC
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About this Advisor
Daniel Roeske is a financial advisor operating out of Tampa, Florida. Roeske works at Concurrent Investment Advisors, LLC. Throughout their career, Roeske has worked at Raymond James Financial Services, Inc, Concurrent Investment Advisors, LLC D/B/A Tailormade Wealth Coun, Tailormade Financial Inc, The Leaders Group Inc, Tailor Made Financial Svcs, Raymond James Financial Services Advisors Inc, Purshe Kaplan Sterling Investments and Concurrent Investment Advisors LLC. Roeske has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Concurrent Investment Advisors, LLC is a registered investment business based in Tampa, FL. The firm has offices in 10 locations and a total of 16 financial advisors. It has $140 million in assets among its 854 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 854 accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. Concurrent Investment Advisors, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely depend on the services. However, fee types billed by Concurrent Investment Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concurrent Investment Advisors, LLC Brokerage Details
$139,885,000
16
854
$163,800
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Roeske Work History
Daniel has been registered as a financial advisor for 0 years.*
Purshe Kaplan Sterling Investments
Concurrent Investment Advisors LLC
Concurrent Investment Advisors, LLC D/B/A Tailormade Wealth Coun
Tailormade Financial Inc
Tailor Made Financial Svcs
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
The Leaders Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Roeske 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
Tampa, FL
Virginia Beach, VA
Mandeville, LA
Portland, OR
Tampa, FL
Tampa, FL
Tampa, FL
West Berlin, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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