Unclaimed Profile

David Sordello

INTERSECT CAPITAL LLC·SAN RAMON, California

Clean recordINTERSECT CAPITAL LLC

12657 ALCOSTA BOULEVARD, SAN RAMON, CA 94583CRD# 6398354Firm CRD# 122418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Sordello · SAN RAMON, CA

Registration

CRD #6398354 · INTERSECT CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Sordello is a registered financial advisor based in SAN RAMON, California, affiliated with INTERSECT CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INTERSECT CAPITAL LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTERSECT CAPITAL LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6398354

Firm CRD# 122418

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Frequently Asked Questions

What services does David Sordello offer?

David Sordello specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.

What are David Sordello's credentials?

David Sordello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Sordello located?

David Sordello is based in SAN RAMON, California, working with INTERSECT CAPITAL LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does David Sordello charge for services?

David Sordello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERSECT CAPITAL LLC?

INTERSECT CAPITAL LLC has approximately 4 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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