Michael James Rozovics
Investment adviser representative at Concurrent Investment Advisors, LLC
12 yearsExperience
2 statesRegistered in
$15.7BFirm assets
4 yearsFirm in business
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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
12 years in the industry.
- Concurrent Investment Advisors, LLCMay 2023 to now
- Next Retirement Solutions LLCMay 2016 to now
- Michael Roz MusicDec 2014 to now
- Raymond James Financial Services Advisors Inc.Jun 2016 to May 2023
- Raymond James Financial Services, Inc.May 2016 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, WI).
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
- 5253184
- Firm CRD
- 323135