Joseph Koster, financial advisor Charlotte NC

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 Charlotte, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sorfis Investments, LLC Charlotte, NC Jan 2019 - Current 2
Boyles Asset Management, LLC Charlotte, NC Apr 2013 - Dec 2018 5
Chanticleer Investment Partners, LLC Charlotte, NC Dec 2011 - Apr 2013 1
Chanticleer Holdings, Inc. Charlotte, NC Jun 2005 - Apr 2013 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Joseph T. Koster
Phone Number: 704-559-9110
Firm Website: https://www.sorfis.com
Registered State(s):
  • NC
Current Firm Details
Sorfis Investments, LLC
Firm's CRD Number: 300363
By the Numbers
  • Total Assets Under Management
    81
    MILLIONS
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $611,353
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NC

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