Unclaimed Profile

Steven Paul Sorenson

CBRE CLARION SECURITIES LLC·RADNOR, Pennsylvania

SIE, Series 7, Series 7TO, Series 12, Series 24, Series 63, Series 66CBRE CLARION SECURITIES LLC

201 KING OF PRUSSIA ROAD, RADNOR, PA 19087CRD# 870372Firm CRD# 106256

Profile Verification

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

Identity

Steven Paul Sorenson · RADNOR, PA

Registration

CRD #870372 · CBRE CLARION SECURITIES LLC

Brand Profile

Not yet started

Career History

MML INVESTORS SERVICES, LLC

Dec 2025 – present

MML INVESTORS SERVICES, LLC

Oct 2025 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 12

Series 24

Series 63

Series 66

Registration record

First registered · October 17, 2025

Disclosure History

2021Judgment / Lien

2019Judgment / Lien

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CRD 106256 · SEC 801-49083

AUM

$9.8B

Regulatory assets under management

Employees

57 client accounts

Services offered by CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC →

Introduction

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Frequently Asked Questions

What services does Steven Paul Sorenson offer?

Steven Paul Sorenson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Steven Paul Sorenson's credentials?

Steven Paul Sorenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Paul Sorenson located?

Steven Paul Sorenson is based in RADNOR, Pennsylvania, working with CBRE CLARION SECURITIES LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Steven Paul Sorenson charge for services?

Steven Paul Sorenson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CBRE CLARION SECURITIES LLC?

CBRE CLARION SECURITIES LLC has approximately 64 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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