MS
CFA
MS
CFA

Michael Thomas Sorrentino

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is a managing partner at Darwin Insurance Group since 2020, focusing on management responsibilities. This takes about 10-20% of his time.

Employment History
Current Registrations
Innovation Partners LLCBroker
June 2025 - Present · 8 mos
Innovation Partners LLC
June 2025 - Present · 8 mos
Darwin Wealth Management
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Farther
December 2024 - October 2025 · 10 mos
Darwin Asset Management, LLC
January 2024 - June 2024 · 5 mos
Darwin Asset Management, LLC
December 2022 - December 2023 · 1 yr
Truadvice LLC
September 2018 - March 2019 · 6 mos
Global Financial Private Capital, LLC
November 2015 - March 2018 · 2 yrs 4 mos
Aviance Capital Management, LLC
June 2013 - December 2016 · 3 yrs 6 mos
Barclays Capital INC.Broker
August 2011 - February 2013 · 1 yr 6 mos
Sanford C. Bernstein & CO., LLCBroker
November 2008 - September 2011 · 2 yrs 10 mos
State Registrations7 states
CACOCTFLMINCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Michael Thomas Sorrentino - Financial Advisor | TrueAdvisor