Beryl Ephraim Sorscher

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  New City, NY
• 11/2016 → 06/2022
  Wells Fargo Clearing Services, Llc
  New City, NY
• 06/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Hackensack, NJ

Previous Registrations

• 2009-03-16 → 2022-06-16
  Wells Fargo Clearing Services, Llc
  New City, NY
• 2006-09-12 → 2009-03-26
  Ubs Financial Services Inc.
  Paramus, NJ
  Weehawken, NJ
  Pearl River, NY
  Pearl River, NY
  Paramus, NJ

Other Businesses

RENTAL PROPERTY; INV RELATED; SPRING VALLEY, NY; 100% OWNERSHIP WITH SPOUSE; START 12/31/2018; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; LANDLORD. EXECUTOR FOR MOTHER, INV RELATED, SPRING, VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST #2, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S SECOND TRUST, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S LIVING TRUST, INV RELATED, SPRING VALLEY, NY, START 6/27/2022, 1 HR/MONTH, 0 HRS DURING TRADING.; SYD26, LLC, INV RELATED, SPRING VALLEY, NY, 90% OWNERSHIP, START 12/23/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, FINET PRACTICE.; SHARIBER, LLC, INV RELATED, SPRING VALLEY, NY, 100% OWNERSHIP WITH SPOUSE, START 8/9/2022, 1 HR PER MONTH, 0 HRS DURING TRADING, FOR RENTAL PROPERTIES.; CO-TRUSTEE FOR SYD26 LLC 401K, INV RELATED, SPRING VALLEY, NY, START: 3/22/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.; TRUSTEE FOR SYD26 LLC PENSION PLAN, INV RELATED, HACKENSACK, NJ, START: 4/25/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-11
• S63 Uniform Securities Agent State Law Examination
  1995-03-20

Designations

• Certified Financial Planner

Other Names

• Barry Sorscher
• Beryl Sorscher
• Beryl Ephraim Sorscher