Matthew George Sorisho
Investment adviser representative at Concurrent Investment Advisors, LLC
11 yearsExperience
3 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
11 years in the industry.
- Concurrent Investment Advisors, LLCApr 2023 to now
- Concurrent Investment Advisors LLC dba Bmr RetirementSep 2020 to now
- Next Retirement SolutionsSep 2020 to now
- Purshe Kaplan Sterling InvestmentsApr 2023 to Sep 2025
- Raymond James Financial Services Advisors, InCFeb 2021 to Apr 2023
- Raymond James Financial Services, Inc.Sep 2020 to Apr 2023
- UnemployedMar 2020 to Sep 2020
- Raymond James Financial Services, IncAug 2019 to Aug 2020
- Financial Independence, LLC.Aug 2019 to Mar 2020
- UnemployedMay 2019 to Sep 2019
- Raymond James Financial Services, IncJun 2018 to Aug 2018
- Michigan State UniversityAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, MI).
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
- 6970559
- Firm CRD
- 323135