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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Sorosky is a financial advisor with over 30 years of experience in the industry. Kenneth has a broad range of experience in the financial services sector, including roles with Bear Stearns & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Kenneth currently works as a Registered Investment Advisor with Cresset Asset Management, LLC in the San Francisco, CA office. Kenneth specializes in providing portfolio management for businesses, individuals and pooled investment vehicles. Kenneth is also experienced in providing financial planning and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/02/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
06/15/2001 - 03/11/2013
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
02/05/1998 - 06/28/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/10/1996 - 02/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
06/07/1994 - 10/16/1996
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/31/1993 - 05/31/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/26/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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