Austin Michael Sorem
Investment adviser representative at United Advisors America
11 yearsExperience
13 statesRegistered in
$446.5MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- United Advisors AmericaAug 2025 to now
- Alliance AmericaJul 2025 to now
- VisanotaryJul 2025 to now
- UnemployedApr 2025 to Jul 2025
- Oklahoma City ThunderNov 2024 to Apr 2025
- UnemployedAug 2024 to Nov 2024
- Leslie's Pool & Spa SuppliesMay 2024 to Aug 2024
- UnemployedAug 2023 to May 2024
- Leslie's Pool & Spa SuppliesMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- Leslie's Pool & Spa SuppliesMay 2022 to Aug 2022
- UnemployedAug 2021 to May 2022
- Leslie's Pool & Spa SuppliesApr 2021 to Aug 2021
- UnemployedJan 2015 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 13 states (AL, AR, KS, KY, LA, MI, MN, MO, NJ, OK, PA, TX, WI).
United Advisors America
Legal name: United Advisors America Corporation
$446.5MAssets managed
2,809Clients
21Advisers
7 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
- 8148095
- Firm CRD
- 147350