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Michael Soroko

Newedge Advisors

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About Michael Soroko

Michael Soroko is a registered representative with Newedge Advisors and has been in the industry since December 2013. Michael is also a registered investment advisor representative and has been active in this role since June 2023. Michael has a wide range of experience in providing investment advice to individuals, corporations, and other business entities. Michael is licensed to sell insurance and also provides financial planning services. Michael is registered in multiple states. Michael is a Series 6 and Series 63 licensed representative. Michael holds the Series 65 license as well.

Firm Information

Michael Soroko is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Soroko’s Registration & Firm History

NJ

06/26/2023 - Present

Newedge Advisors (Holmdel NJ)

NJ

12/04/2013 - 06/28/2023

MML INVESTORS SERVICES, LLC (Warren NJ)

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Licenses & Designations

IA

Issued 06/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Soroko.
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