George Ronald Hoos

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

• 02/2013 → 04/2021
  Morgan Stanley
  Sarasota, FL
• 01/2015 → 04/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2021 → 05/2023
  Raymond James Financial Servcies, Inc
  Bradenton, FL
• 04/2021 → 05/2023
  Raymond James Financial Servcies Advisors, Inc
  Bradenton, FL
• 05/2021 → Present
  Concurrent Investment Advisors Dba Family Wealth Solutions
  Bradenton, FL
• 05/2021 → 05/2023
  Concurrent Advisor
  Bradenton, FL
• 05/1999 → 06/2020
  Gluh Investment Of Sarasota Llp
  Sarosota, FL
• 05/2021 → Present
  Cavalier Asset Management Llc
  Bradenton, FL
• 02/2013 → 04/2021
  Morgan Stanley
  Sarasota, FL
• 05/2021 → 05/2023
  Raymond James
  Bradenton, FL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2021-04-30 → 2023-05-22
  Raymond James Financial Services Advisors, Inc
  Bradenton, FL
• 2013-02-26 → 2021-05-13
  Morgan Stanley
  Sarasota, FL
• 2005-06-16 → 2013-02-19
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Sarasota, FL
• 2000-11-24 → 2005-05-25
  Morgan Stanley Dw Inc.
  Sarasota, FL

Other Businesses

(1) Cavalier Asset Management LLC. Investment Related. 8652 State Road 70 E, Bradenton, FL, 34202, United States. Support Company - Owner.Other. 05/01/2021. Hrs/month 21-40 all during trading hours. Financial Advisor (2) Concurrent Investment Advisors DBA Family Wealth Solutions. Investment Related. 8652 State Road 70 E, Bradenton, FL, 34202, United States. RIA. IAR/Associate/Employee. 05/01/2021. 160 Hrs/month. 160 all during trading hours. Financial Advisor. (3) Rental. Not investment related. 5692 Bentgrass Dr #14205 Sarasota, FL 34235.Real estate rental. Owner. 01/01/2019. 1 hour per month, 0 during trading hours. Speak with management company once or twice a year.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-01-19
• S63 Uniform Securities Agent State Law Examination
  1993-02-25

Other Names

• George Ronald Hoos
• George Hoos