Tyler Sorensen, financial advisor Richmond VA
93 score

Tyler Sorensen

CRD Number: 5975463
Current Firm: Suntrust Advisory Services, Inc.

Tyler Sorensen (CRD# 5975463) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Richmond, VA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services Atlanta, GA Jul 2014 - Current 3
Suntrust Bank Richmond, VA Jul 2014 - Current 3
Wells Fargo Advisors, LLC Glen Allen, VA Apr 2013 - Current 5
Wells Fargo Bank Na Glen Allen, VA Apr 2013 - Current 5
Wells Fargo Advisors Richmond, VA Apr 2013 - Jul 2014 1
Virginia Asset Management Midlothian, VA Sep 2011 - Apr 2013 1
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Apr 2013 1
Minnesota Life St. Paul, MN Sep 2011 - Apr 2013 1
Virginia Asset Management Midlothian, VA Jul 2011 - Apr 2013 1
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Sep 2011 < 1
Wells Fargo Richmond, VA Dec 2009 - Sep 2011 1
Wells Fargo Financial Richmond, VA Dec 2009 - Jul 2011 1
Radford University Radford, VA Aug 2005 - Dec 2010 5
Radford University Radford, VA Jan 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Tyler A. Sorensen
Phone Number: 404-827-6461
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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