Kenneth Sorosky, financial advisor San Francisco CA

Kenneth Sorosky

CRD Number: 2203827
Current Firm: True Capital Management

Kenneth Sorosky (CRD# 2203827) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
True Capital Management San Francisco, CA Mar 2013 - Current 8
Ubs Financial Services Inc. Century City, CA Jun 2001 - Mar 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Nov 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kenneth J. Sorosky
Phone Number: 415-538-3600
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,377
    MILLIONS
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $4,867,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, ID, IL, LA, MD, MI, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI

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