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Financial ADVSR advisor directory · SEC adviser records

Sorenson Impact Advisory financial advisors

Every SEC-registered investment adviser representative at Sorenson Impact Advisory, by the state and city of the office they work from.

4 registered advisors work at Sorenson Impact Advisory, in 3 states and 4 cities; the most are in Bronxville, NY (1). 1 list the CFP designation and 0 are also registered broker representatives.

Search every Sorenson Impact Advisory advisor by name →Who joined and left Sorenson Impact Advisory →Sorenson Impact Advisory: assets, clients and custodians →

Cities with the most Sorenson Impact Advisory advisors

Bronxville, NY 1Brooklyn, NY 1Dallas, TX 1Salt Lake City, UT 1

Sorenson Impact Advisory advisors by state

Sorenson Impact Advisory in New York 2

Bronxville 1Brooklyn 1

Sorenson Impact Advisory in Texas 1

Dallas 1

Sorenson Impact Advisory in Utah 1

Salt Lake City 1

Questions

How many financial advisors does Sorenson Impact Advisory have?

4 investment adviser representatives are registered with Sorenson Impact Advisory, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 4 cities. 1 list the CFP designation and 0 are also registered as broker representatives.

Where does Sorenson Impact Advisory have the most advisors?

Bronxville, NY, with 1 registered advisors, then Brooklyn, NY (1). By state, New York has the most, with 2.

How do I find a Sorenson Impact Advisory financial advisor near me?

Pick your state below, then your city, to see every Sorenson Impact Advisory advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Sorenson Impact Advisory offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →