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Alex Socolof

STRATEGIC WEALTH MANAGEMENT LLC·BRIARCLIFF MANOR, New York
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555 PLEASANTVILLE RD., BRIARCLIFF MANOR, NY 10510CRD# 1017723Firm CRD# 140745
01

About

Alex Socolof is a registered financial advisor based in BRIARCLIFF MANOR, New York, affiliated with STRATEGIC WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT LLC
STRATEGIC WEALTH MANAGEMENT LLC
AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1017723
Firm CRD# 140745
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alex Socolof offer?
Alex Socolof specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIARCLIFF MANOR, New York for a consultation.
What are Alex Socolof's credentials?
Alex Socolof is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alex Socolof located?
Alex Socolof is based in BRIARCLIFF MANOR, New York, working with STRATEGIC WEALTH MANAGEMENT LLC. Their office serves clients in the BRIARCLIFF MANOR metropolitan area and surrounding communities.
How does Alex Socolof charge for services?
Alex Socolof's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH MANAGEMENT LLC?
STRATEGIC WEALTH MANAGEMENT LLC has approximately 2 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
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City Guides
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Research
Advisor Fees in New YorkNational Fee Analysis
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