Joseph Koster, financial advisor Chardon OH

Joseph Koster

CRD Number: 4866651
Current Firm: Sorfis Investments, LLC

Joseph Koster (CRD# 4866651) is an Investment Advisor Representative working at Sorfis Investments, LLC in Chardon, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Sorfis Investments, LLC Charlotte, NC Jan 2019 - Current 5
Boyles Asset Management, LLC Charlotte, NC Apr 2013 - Dec 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Joseph T. Koster
Phone Number: (440) 696-0130
Registered State(s):
  • NC
  • OH
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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