Steven Soranno is a CFA-designated registered investment advisor at Capital Advisors, INC., based in Tulsa, OK, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,118 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
2222 South Utica Place, Suite 300, Tulsa, OK, 74114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is a senior associate professor at the Jack Welch Management Institute and a teacher at American University Kogod School of Business. He also serves on the investment committees for Catholic Charities of Eastern Oklahoma, the Diocese of Oklahoma, and the Parish of Christ the King, dedicating minimal time to each.
Employment History
Current Registrations
Capital Advisors, INC.
Previous Registrations
Ameriprise Financial Services, INC.Broker
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Calvert Investment Distributors, INC.Broker
Westrock Advisors, INC.Broker
Advanced Equities, INC.
Advanced Equities, INC.Broker
Swiss American Securities INC.Broker
Cibc Oppenheimer CORP.Broker
Lehman Brothers INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.