Skip to content

Ronald James Sorenson

Investment adviser representative at Reaves Asset Management
35 yearsExperience
6 statesRegistered in
$5.9BFirm assets
49 yearsFirm in business

Are you Ronald James Sorenson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

35 years in the industry.

  1. Reaves Asset ManagementNov 2003 to now
  2. W. H. Reaves & Co., Inc.Dec 1991 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 6 states (AL, CT, GA, ID, PA, TX).

Reaves Asset Management

Legal name: W. H. Reaves & Co., Inc.

$5.9BAssets managed
283Clients
1Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2218479
Firm CRD
3140
Advisor's SEC record (opens in a new tab)
CallContact this firm