AdFi
DL

Danielle Leigh Delongchamp

Investment Adviser Representative at Concorde Asset Management, LLC

Ann Arbor, MICRD #4901901Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Danielle Leigh Delongchamp is an investment adviser representative with Concorde Asset Management, LLC in Ann Arbor, MI, where they have been registered since 2017. They have worked in the securities industry since 2011 and have been registered with 4 firms, including J. W. COLE Advisors, Inc. and SPC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan.

Office

3909 Research Park Drive, Suite 200
Ann Arbor, MI 48108

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
2 states and territories

Florida, Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/17/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/25/2011
Series 24
General Securities Principal Examination
Passed 9/20/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Concorde Asset Management, LLCCurrent
1/9/2017 – Ann Arbor, MI
J. W. COLE Advisors, Inc.
2/10/2015 – 1/23/2017Tampa, FL
SPC
4/30/2013 – 1/26/2015Ann Arbor, MI
Mcdonald Partners LLC
1/4/2012 – 4/10/2013Ann Arbor, MI
SPC
5/19/2011 – 12/5/2011Ann Arbor, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. J.w. COLE Financial Inc
    Feb 2015 – Jan 2017Tampa, FL
  2. J.w. COLE Advisors, Inc
    Feb 2015 – Jan 2017Tampa, FL
  3. Concorde Investment Services, LLC
    Jan 2017 – Feb 2018Livonia, MI
  4. Concorde Asset Management, LLC
    Jan 2017 – Feb 2018Livonia, MI
  5. Concorde Asset Management, LLC
    Feb 2018 – Oct 2019Livonia, MI
  6. Concorde Investment Services, LLC
    Feb 2018 – Oct 2019Livonia, MI
  7. Concorde Investment Services, LLC
    Oct 2019 – Mar 2021Livonia, MI
  8. Concorde Asset Management, LLC
    Oct 2019 – Mar 2021Livonia, MI
  9. Concorde Investment Services, LLC
    Mar 2021 – Nov 2023Livonia, MI
  10. Concorde Asset Management, LLC
    Mar 2021 – Nov 2023Livonia, MI
  11. American Alternative Capital, LLC
    Jul 2022 – Nov 2023Livonia, MI
  12. Concorde Investment Services, LLC
    Nov 2023 – no end date reportedAnn Arbor, MI
  13. American Alternative Capital, LLC
    Jul 2023 – Dec 2023Livonia, MI
  14. Concorde Asset Management, LLC
    Nov 2023 – no end date reportedAnn Arbor, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Concorde Asset Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Full-service broker-dealer, SEC-Registered Investment Advisory (RIA), and insurance services through an integrated ecosystem of specialized entities: Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm offers investment, advisory, and insurance solutions with customized support and integrated broker-dealer and wealth management platforms.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Broker-dealerRIAWealth ManagementInsuranceInvestment AdvisoryAsset Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
78
Offices listed on AdvisorFinder:
33
Main office:
Ann Arbor, MI
SEC file number:
801-74519

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Concorde Asset Management, LLC

Showing 12 of 78 in the directory

View Concorde Asset Management, LLC firm profile

Similar advisors in Ann Arbor, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Leigh Delongchamp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Danielle Leigh Delongchamp (Concorde Asset Management)