Samuel Difiore, financial advisor Chardon OH

Samuel Difiore

CRD Number: 7694749
Current Firm: Sorfis Investments, LLC

Samuel Difiore (CRD# 7694749) is an Investment Advisor Representative working at Sorfis Investments, LLC in Chardon, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sorfis Investments, LLC Charlotte, NC Feb 2023 - Current 1
Co/investor Club Charlotte, NC Nov 2020 - Current 3
Avenel Financial Group Charlotte, NC May 2020 - Current 3
Student Conway, SC Jan 2013 - May 2022 9
Boston Bruins Boston, MA Jun 2019 - Sep 2019 < 1
Home Shop Properties Methuen, MA May 2019 - Jun 2019 < 1
Select Technology Peabody, MA Aug 2016 - Dec 2016 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2022
Contact Info for Samuel E. Difiore
Phone Number: (440) 696-0130
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $305,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, OH

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