Unclaimed Profile

Scott David Sorensen

VIGILANT CAPITAL MANAGEMENT, LLC·PORTLAND, Maine

Clean recordVIGILANT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott David Sorensen is a registered financial advisor based in PORTLAND, Maine, affiliated with VIGILANT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

VIGILANT CAPITAL MANAGEMENT, LLC

VIGILANT WEALTH MANAGEMENT

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VIGILANT CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2267587

Firm CRD# 119642

View on FINRA BrokerCheck →

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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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