Unclaimed Profile

Scott David Sorensen

VIGILANT CAPITAL MANAGEMENT, LLC·PORTLAND, Maine

Series 6, Series 7, Series 63Clean record23 years registeredVIGILANT CAPITAL MANAGEMENT, LLC

ONE MONUMENT SQUARE, PORTLAND, ME 04101CRD# 2267587Firm CRD# 119642

Profile Verification

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

Identity

Scott David Sorensen · PORTLAND, ME

Registration

CRD #2267587 · VIGILANT CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jun 2023 – present

VIGILANT WEALTH MANAGEMENT

Sep 2002 – Jul 2023

PORTSMOUTH, NH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · September 30, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIGILANT CAPITAL MANAGEMENT, LLC

CRD 119642 · SEC 801-61006

AUM

$2.2B

Regulatory assets under management

Employees

1,753 client accounts

Services offered by VIGILANT CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VIGILANT CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Scott David Sorensen offer?

Scott David Sorensen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.

What are Scott David Sorensen's credentials?

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

Where is Scott David Sorensen located?

Scott David Sorensen is based in PORTLAND, Maine, working with VIGILANT CAPITAL MANAGEMENT, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Scott David Sorensen charge for services?

Scott David Sorensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIGILANT CAPITAL MANAGEMENT, LLC?

VIGILANT CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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