Anthony David is a registered investment advisor, based in Fairfax, VA, with 25 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Fairfax, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a passive investor and provides fee-based investment advice through Concurrent Investment Advisors LLC, taking up a full-time commitment. He also works as an agent at an independent insurance agency, providing insurance advice a few hours per week, and owns SJD Partners, LLC, a holding company for passive private investments, dedicating minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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