Steven Soranno is a CFA-designated registered investment advisor at Corient, based in Tulsa, OK, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
2222 South Utica Place Suite 100, Tulsa, OK, 74104
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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
Corient
Previous Registrations
Capital Advisors, INC.
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 Registrations1 state
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.
Exams
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