Advisor at Sorfis Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sorfis Investments, LLC
Location
Charlotte, NC
Credentials
Series 65
Industry experience
3 years
Samuel Di Fiore is a financial advisor at Sorfis Investments, LLC with three years of industry experience. He holds a Series 65 designation and has worked as an analyst at Avenel Financial Group and Co/Investor Club. His prior experience includes a role with the Boston Bruins and involvement in various business activities since 2016. Sorfis Investments, LLC provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions. The firm employs cyclical and fundamental analysis, offering core strategies focused on diversification and absolute return, with an emphasis on risk management and tax efficiency.
Based on Sorfis Investments, LLC
Fixed yearly fee may be charged instead of percentage of assets under select circumstances if requested by client.
$0 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
Account minimum: $250,000
Charlotte, NC
North Carolina
Sorfis Investments, LLC
2023 - Present (3 years)
Co/Investor Club
2020 - Present (6 years)
Avenel Financial Group
2020 - Present (6 years)
Boston Bruins
2019 - 2019 (1 year)
Home Shop Properties
2019 - 2019 (1 year)
Select Technology
2016 - 2016 (1 year)
Student
2013 - 2022 (9 years)
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Other specialized services
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Series 65
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