George Ronald Hoos
Investment Adviser Representative at Concurrent Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
George Ronald Hoos is an investment adviser representative with Concurrent Investment Advisors, LLC in Bradenton, FL, where they have been registered since 2023. They have worked in the securities industry since 1993 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Morgan Stanley. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
9 states and territories
California, Florida, Massachusetts, Nevada, New Hampshire, New York, Oregon, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleyFeb 2013 – Apr 2021Sarasota, FL
- Morgan Stanley Private BANK, National AssociationJan 2015 – Apr 2021New York, NY
- Raymond James Financial Servcies, IncApr 2021 – May 2023Bradenton, FL
- Raymond James Financial Servcies Advisors, IncApr 2021 – May 2023Bradenton, FL
- Concurrent Investment Advisors DBA Family Wealth SolutionsMay 2021 – no end date reportedBradenton, FL
- Concurrent AdvisorMay 2021 – May 2023Bradenton, FL
- GLUH Investment of Sarasota LLPMay 1999 – Jun 2020Sarosota, FL
- Cavalier Asset Management LLCMay 2021 – no end date reportedBradenton, FL
- Morgan StanleyFeb 2013 – Apr 2021Sarasota, FL
- Raymond JamesMay 2021 – May 2023Bradenton, FL
- Purshe Kaplan Sterling InvestmentsMay 2023 – no end date reportedAlbany, NY
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concurrent Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $1,000,0002.00%
- $1,000,001 - $2,000,0001.70%
- $2,000,001 - $3,000,0001.60%
- $3,000,001 - $5,000,0001.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Family Office, Wealth Management, Estate Planning, Retirement/401K Services, and Insurance
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 271
- Offices listed on AdvisorFinder:
- 41
- Main office:
- Tampa, FL
- SEC file number:
- 801-126555
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 23, 2026
View full firm profileOther advisors at Concurrent Investment Advisors, LLC
Showing 12 of 271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. George Ronald Hoos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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