Matthew George Sorisho

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 08/2018
  Raymond James Financial Services, Inc
  Grosse Pointe, MI
• 08/2014 → 05/2019
  Michigan State University
  East Lansing, MI
• 05/2019 → 09/2019
  Unemployed
  Novi, MI
• 09/2019 → 08/2020
  Raymond James Financial Services, Inc
  Bloomfield Hills, MI
• 08/2019 → 03/2020
  Financial Independence, Llc.
  Bloomfield Hills, MI
• 02/2021 → 04/2023
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
• 08/2019 → 03/2020
  Raymond James Financial Services, Inc
  Bloomfield Hills, MI
• 03/2020 → 09/2020
  Unemployed
  Novi, MI
• 09/2020 → Present
  Next Retirement Solutions
  Novi, MI
• 09/2020 → 04/2023
  Raymond James Financial Services, Inc.
  Chicagoi, IL
• 09/2020 → Present
  Concurrent Investment Advisors Llc Dba Bmr Retirement
  Chicago, IL
• 04/2023 → 09/2025
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-02-25 → 2023-04-25
  Raymond James Financial Services Advisors, Inc
  Chicago, IL
  Novi, MI

Other Businesses

1) Concurrent Investment Advisors, LLC DBA BMR Retirement Group, LLC. Located at 24812 Davenport Avenue, Novi, MI 48374. RIA. Financial Advisor/Advisor Assistant. Start: 04/2023. 160 hrs/month, all during trading hours. Assisting Advisor with daily operations (Trading, Proposal, Retirement Plans, etc.) 2) Next Retirement Solutions. Not investment-related. Located at 24812 Davenport Avenue, Novi, MI 48374. Support Company. Non-Owner. Start 09/2020. 0 hrs/month; 0 hrs/month during trading hours. Support company where my payroll is cleared through.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-26