Mark Douglas Kalish

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Goshen, NY
• 12/1992 → 03/2026
  Ameriprise Financial Services, Llc
  Goshen, NY
• 03/2026 → Present
  Concurrent Investment Advisors, Llc
  Lakewood Ranch, FL
• 03/2026 → Present
  Family Wealth Solutions
  Lakewood Ranch, FL

Previous Registrations

• 2006-10-03 → 2026-04-02
  Ameriprise Financial Services, Llc
  Goshen, NY
  Middleton, NY
  Port St Lucie, FL
  Port St Lucie, FL
  Port St Lucie, FL

Other Businesses

Real Estate Ownership; Commercial; 25 Main St Goshen NY 10924, Not Investment-Related; 07/01/2014. Business Ownership; Kalish Group LLC; The LLC will open an office building; 25 Main St Goshen NY 10924, Not Investment-Related; 05/12/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Flat Iron Realty Services, LLC. This LLC will manage my office building.; 25 Main St Goshen, NY 10924, Not Investment-Related; 05/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Mark Kalish Group; Tax Preparation; 55 Pine Hill Road Highland Mills, NY 10930, Not Investment-Related; 01/01/2010; 0 hours per month; 0 during trading hours. Family Wealth Solutions; Investment Related; 8652 East State Rd 70, Lakewood Ranch, FL 34202; Support Company/DBA; Non Owner; Managing Director, Private Wealth Advisor; 03/27/2026; 160 hrs/mo; 140 trading hrs/mo; Support company/DBA under which name advisory services and general business administration is conducted. One Eight Five LLC; Not Investment Related; 8652 East State Rd 70, Lakewood Ranch, FL 34202; Support Company; Owner; 03/27/2026; 5-10 hrs/mo; 0-5 trading hrs/mo; Support company under which general business administration is conducted and production from advisory business is credited. One Eight Five Holdings, LLC; Investment Related: Yes; 11575 SW Surf Springs Rd, Port St Lucie, FL 34987; Support Company; Owner; 04/2026; 0 hrs/mo; Support company for business administration

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-04

Designations

• Certified Financial Planner

Other Names

• Mark D Kalish