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Michael Thomas Sorrentino

Darwin Wealth Management

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About Michael Thomas Sorrentino

Michael Sorrentino is a financial advisor with Darwin Wealth Management. Michael has been working in the financial services industry since 2008. Michael earned his Series 7, Series 63, and Series 65 licenses. Michael specializes in providing financial planning services, pension consulting, and portfolio management for individuals. Michael also consults with financial advisors on how to make their businesses more profitable through Jay Street LLC.

Firm Information

Michael Sorrentino is currently registered with Darwin Wealth Management. Darwin Wealth Management is a financial advisory firm located in Tampa, Florida, with 7 licensed agents and 3 investment advisor representatives. They manage approximately $570,644,163 in assets for 3,636 clients. They provide a variety of services, including financial planning, pension consulting, portfolio management for individuals, and publication of periodicals. Their client base includes high-net-worth individuals and individuals other than high-net-worth.
Darwin Wealth Management

4601 W NORTH A STREET

TAMPA, FL 33609-1909

$570.64M

Assets Under Management

Not reported

Total Clients

10

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 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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Michael Sorrentino’s Registration & Firm History

CO

04/28/2020 - Present

Darwin Wealth Management (Denver CO)

GA

08/23/2011 - 02/26/2013

BARCLAYS CAPITAL INC. (ATLANTA GA)

NY

11/26/2008 - 09/06/2011

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/17/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Thomas Sorrentino.
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