George
Hoos

Concurrent Investment Advisors, LLC

CRD#2306963
Investment Advisor
in Tampa, FL

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About this Advisor

George Hoos is a financial advisor based in Tampa, Florida, working with Concurrent Investment Advisors, LLC. George has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Concurrent Investment Advisors Dba Family Wealth Solutions, Raymond James, Purshe Kaplan Sterling Investments, Concurrent Advisor, Gluh Investment Of Sarasota Llp, and Cavalier Asset Management LLC. George has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, George is part of Concurrent Investment Advisors, LLC, which operates out of Tampa, Florida. The firm has 37 offices and 123 employees. The firm manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Concurrent Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 S. Ashley Drive Suite 830
Tampa, FL 33602

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Concurrent Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$6,256,967,921

FL Average: $1,855,561,029
Total Number of Employees

123

FL Average: 62
Total Number of Accounts

18,097

FL Average: 2,474
Average Account Size

$345,746

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

George Hoos Work History

2023 - Present (1 year)

Purshe Kaplan Sterling Investments

2021 - Present (3 years)

Concurrent Investment Advisors Dba Family Wealth Solutions

2021 - Present (3 years)

Cavalier Asset Management LLC

2021 - 2023 (2 years)

Raymond James Financial Servcies, Inc

2021 - 2023 (2 years)

Raymond James Financial Servcies Advisors, Inc

2021 - 2023 (2 years)

Raymond James

2021 - 2023 (2 years)

Concurrent Advisor

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2013 - 2021 (8 years)

Morgan Stanley

2013 - 2021 (8 years)

Morgan Stanley

1999 - 2020 (21 years)

Gluh Investment Of Sarasota Llp

Disclosures

Please visit the SEC profile of George Hoos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Concurrent Investment Advisors, LLC

Taylor Smith
Tampa, FL
Daniel Froning
Tampa, FL
Richard Camacho
Tampa, FL
Andrew Graefe
Tampa, FL
Timothy Bailey
Tampa, FL
Nicholas Klein
Tampa, FL
Kelly Rodriguez
Tampa, FL
Charles Davidson
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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