Charles
Sorsby

Sorsby Financial Corp

CRD#809318
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Charles Sorsby is a financial advisor working out of Bonita Springs, Florida, who has 21 years of work experience. Sorsby is an employee of Sorsby Financial Corp. They have been with Sorsby Financial Corp for the entirety of their career. Sorsby maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Sorsby Financial Corp is a financial advisory business that has its headquarters in Bonita Springs, Florida.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Commissions, Performance-based Fees

Disclosures

Yes

Office Location

Bonita Springs, FL

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Sorsby Financial Corp Brokerage Details

Total Assets Under Management

$4,598,068

FL Average: $6,674,516,078
Total Number of Employees

3

FL Average: 44
Total Number of Accounts

22

FL Average: 2,564
Average Account Size

$209,003

FL Average: $2,603,165

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Charles Sorsby Work History

Charles has 21 years of experience.

1997 - Present (22 years)

Sorsby Financial Corp

Disclosures

Charles Sorsby has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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