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Robert Sorenson Smith

RANGEMARK INVESTMENT MANAGEMENT, INC.·GREENWICH, Connecticut
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Sorenson Smith is a registered financial advisor based in GREENWICH, Connecticut, affiliated with RANGEMARK INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Financial Education
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
RANGEMARK INVESTMENT MANAGEMENT, INC.
RANGEMARK INVESTMENT MANAGEMENT, INC.
AUM
$1.5B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RANGEMARK INVESTMENT MANAGEMENT, INC. →
Services
Selection of other advisers
Educational seminars/workshops
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1250674
Firm CRD# 150530
View on FINRA BrokerCheck →

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05

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
Mark A Gold
GREENWICH, CT

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Nearby cities in Connecticut
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Research
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