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Robert Sorenson Smith

RANGEMARK INVESTMENT MANAGEMENT, INC.·GREENWICH, Connecticut
SIE, Series 3, Series 7, Series 24, Series 63, Series 66, Series 79TOClean recordRANGEMARK INVESTMENT MANAGEMENT, INC.
328 PEMBERWICK ROAD, GREENWICH, CT 06831CRD# 1250674Firm CRD# 150530

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Sorenson Smith · GREENWICH, CT
Registration
CRD #1250674 · RANGEMARK INVESTMENT MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 63
Series 66
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RANGEMARK INVESTMENT MANAGEMENT, INC.
CRD 150530 · SEC 801-70252
AUM
$1.5B
Regulatory assets under management
Employees
11
2 client accounts
Services offered by RANGEMARK INVESTMENT MANAGEMENT, INC.
Per Form ADV
Selection of other advisers
Educational seminars/workshops
Other
View all advisors at RANGEMARK INVESTMENT MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Robert Sorenson Smith offer?
Robert Sorenson Smith specializes in Wealth Management, Financial Education. Contact their office in GREENWICH, Connecticut for a consultation.
What are Robert Sorenson Smith's credentials?
Robert Sorenson Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Sorenson Smith located?
Robert Sorenson Smith is based in GREENWICH, Connecticut, working with RANGEMARK INVESTMENT MANAGEMENT, INC.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Robert Sorenson Smith charge for services?
Robert Sorenson Smith's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RANGEMARK INVESTMENT MANAGEMENT, INC.?
RANGEMARK INVESTMENT MANAGEMENT, INC. has approximately 11 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RANGEMARK INVESTMENT MANAGEMENT, INC.

Jerry Liu
GREENWICH, CT

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