Kenneth
Ororke

Suncoast Equity Management, LLC

CRD#2008129
Investment Advisor
in Tampa, FL

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About this Advisor

Kenneth Ororke is a financial advisor based in Tampa, Florida, working with Suncoast Equity Management, LLC. Kenneth has previously held positions at Suncoast Equity Management, LLC, Delos Strategies, LLC, and Bank Of America. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Kenneth is part of Suncoast Equity Management, LLC, which operates out of Tampa, Florida. The firm has 2 offices and 16 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Suncoast Equity Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

5550 W Executive Dr Suite 320
Tampa, FL 33609

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Suncoast Equity Management, LLC Brokerage Details

Total Assets Under Management

$1,364,799,575

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

16

FL Average: 62
Total Number of Accounts

1,361

FL Average: 2,474
Average Account Size

$1,002,792

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Kenneth Ororke Work History

2021 - Present (3 years)

Suncoast Equity Management, LLC

2017 - Present (7 years)

Delos Strategies, LLC

2002 - 2017 (15 years)

Bank Of America

Disclosures

Please visit the SEC profile of Kenneth Ororke 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 Suncoast Equity Management, LLC

Elliott Sharp
Tampa, FL
Robin Cook
Tampa, FL
Frank Wyatt
Tampa, FL
Cole Wasson
Tampa, FL
Terri Ritchie
Tampa, FL
Elizabeth Neal
Tampa, FL
Heather Perry
Tampa, FL
Amy Lord
Tampa, FL

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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