Eric Edgar Sorenson

Employer firm

Capstone Capital Wealth Advisors CRD 123764

$408M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2022 → 06/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Henderson, NV
• 01/2022 → 07/2022
  Axos Bank
  Las Vegas, NV
• 06/2021 → 12/2021
  Four Seasons Las Vegas
  Las Vegas, NV
• 02/2018 → 07/2021
  Penn National Gaming
  Las Vegas, NV
• 08/2018 → 12/2021
  University Of Nevada, Las Vegas
  Las Vegas, NV
• 08/2014 → 05/2018
  Coronado High School
  Henderson, NV
• 11/2016 → 05/2017
  Papa Murphys Pizza
  Henderson, NV
• 11/2017 → 01/2018
  Regal Movie Theater
  Henderson, NV
• 01/2018 → 02/2018
  Subway
  Henderson, NV
• 06/2016 → 11/2016
  Unemployed
  Henderson, NV
• 07/2025 → 06/2026
  Bank Of America, N.A.
  Henderson, NV
• 06/2026 → Present
  Capstone Capital Wealth Advisors
  Henderson, NV

Previous Registrations

• 2023-12-06 → 2026-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Henderson, NV
  New York, NY
  Las Vegas, NV
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2023-12-01

Other Names

• Eric Sorenson
• Eric E Sorenson