Bradley James Sorensen
Investment adviser representative at U.S. Cherry LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$8.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Cornerstone Portfolio ResearchJul 2022 to now
- Zacks Investment Research, Inc.Sep 2021 to now
- U.S. Cherry LLCMar 2021 to now
- Eboursa inc.Aug 2021 to Aug 2022
- TicrMay 2021 to Aug 2022
- Ihl Investment ServicesNov 2019 to May 2021
- Charles SchwabApr 2004 to Nov 2019
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
U.S. Cherry LLC
$8.3MAssets managed
160Clients
1Advisers
2 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
- 3082269
- Firm CRD
- 311564