Michael Sorrentino (CRD# 5584612) is an Investment Advisor Representative working at Darwin Wealth Management in Denver, CO and has over 15 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Darwin Wealth Management, LLC | Tampa, FL | Sep 2023 - Current | < 1 |
Darwin Asset Management, LLC | Tampa, FL | Dec 2022 - Current | 1 |
Darwin Partners, LLC | Denver, CO | Mar 2020 - Current | 4 |
Darwin Wealth Management, LLC | Tampa, FL | Mar 2020 - Sep 2023 | 3 |
Self Employed | Hillsborough, CA | Feb 2019 - Mar 2020 | 1 |
Truadvice, LLC | Tampa, FL | Jul 2018 - Feb 2019 | < 1 |
Self Employed | New York, NY | Mar 2018 - Jul 2018 | < 1 |
Global Financial Private Capital | New York, NY | Mar 2013 - Mar 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2008 |
S65 | NASAA Investment Advisors Law Examination | Jun 2013 |
- CA
- CO
- FL
-
Total Assets Under Management571MILLIONS
-
Total Number of Accounts3,636ACCOUNTS
-
Average Account Value$156,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, CA, CO, CT, FL, GA, IL, LA, MA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.