Miles Christopher Sorby
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Raymond James Financial Services Advisors, IncAug 2025 to now
- Raymond James Financial Services Inc.Apr 2025 to now
- The Renaud Investment Group Inc.Apr 2025 to now
- Central New Mexico Community CollegeJan 2016 to now
- Glendale Securities Inc.Mar 2019 to Apr 2025
- UnemployedSep 2018 to Mar 2019
- Glendale Securities Inc.Jun 2018 to Sep 2018
- Dion's (pizza Restaurant)Oct 2016 to May 2018
- Sequoia ProductionsSep 2016 to Sep 2017
- University of New MexicoAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NM).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6972499
- Firm CRD
- 149018