George Ronald Hoos
Investment adviser representative at Concurrent Investment Advisors, LLC
27 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
Are you George Ronald Hoos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Cavalier Asset Management LLCMay 2021 to now
- Concurrent Investment Advisors dba Family Wealth SolutionsMay 2021 to now
- Concurrent AdvisorMay 2021 to May 2023
- Raymond JamesMay 2021 to May 2023
- Raymond James Financial Servcies Advisors, IncApr 2021 to May 2023
- Raymond James Financial Servcies, IncApr 2021 to May 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2021
- Morgan StanleyFeb 2013 to Apr 2021
- Gluh Investment of Sarasota LLPMay 1999 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Concurrent Investment Advisors, LLC
$15.7BAssets managed
13,277Clients
349Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2306963
- Firm CRD
- 323135