Wells Fargo Advisors
46yrs
Top advisor by experience in Bradenton
22yrs
Daniel Maroney
Full name on record: Daniel Patrick Maroney
Financial advisor at Concurrent Investment Advisors
Daniel Maroney is a fiduciary financial advisor in Bradenton, Florida, with 22 years in the industry. Daniel joined Concurrent Investment Advisors in 2023, after four years at Raymond James Financial Services Advisors and nine years at Wells Fargo Advisors. Concurrent Investment Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 275 advisors with offices in Bradenton, and one of 244 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office8652 SR 70, Bradenton, FL 34202
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm285
States licensed ?2 states
Services through Concurrent Investment Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowConcurrent Investment Advisors, LLCCurrent firm
- 2019 – 2023
- 2010 – 2019Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2010UBS Financial Services Inc.Previously
- Oct 2004 – Nov 2005Legg Mason Wood Walker, IncorporatedPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Concurrent Investment Advisors at (813) 709-8800 and ask for Daniel Maroney. Daniel works from the Bradenton, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Concurrent Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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