Steven
Soranno
Capital Advisors, Inc
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About this Advisor
Steven Soranno is a financial advisor based in Tulsa, Oklahoma, working with Capital Advisors, Inc. Steven has previously held positions at Capital Advisors, Inc, American University, Jack Welch Management Institute, and Ameriprise Financial Services, Inc. Steven has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in Oklahoma and Texas. Currently, Steven is part of Capital Advisors, Inc, which operates out of Tulsa, Oklahoma. The firm has 10 offices and 59 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Capital Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Advisors, Inc Brokerage Details
$5,501,719,930
59
6,518
$844,081
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Steven Soranno Work History
Jack Welch Management Institute
Capital Advisors, Inc
American University
Ameriprise Financial Services, Inc
American University
Disclosures
Please visit the SEC profile of Steven Soranno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Tulsa, OK
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