AdvisorOS Directory
Claim Profile
Unclaimed Profile
NS

Nancy Ann Socha

NANCY A SOCHA & ASSOCIATES, LLC·CORNING, New York
Clean recordNANCY A SOCHA & ASSOCIATES, LLC
181 EAST SECOND STREET, CORNING, NY 14830CRD# 1156261Firm CRD# 108120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Ann Socha · CORNING, NY
Registration
CRD #1156261 · NANCY A SOCHA & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nancy Ann Socha is a registered financial advisor based in CORNING, New York, affiliated with NANCY A SOCHA & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Nancy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nancy is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
NANCY A SOCHA & ASSOCIATES, LLC
SOCHA FINANCIAL GROUP
AUM
$239M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NANCY A SOCHA & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1156261
Firm CRD# 108120
View on FINRA BrokerCheck →

Looking for a financial advisor in CORNING?

Browse all registered financial advisors in CORNING, New York or claim this profile if it's yours.

Browse CORNING AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Nancy Ann Socha offer?
Nancy Ann Socha specializes in Financial Planning, Investment Management. Contact their office in CORNING, New York for a consultation.
What are Nancy Ann Socha's credentials?
Nancy Ann Socha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Ann Socha located?
Nancy Ann Socha is based in CORNING, New York, working with NANCY A SOCHA & ASSOCIATES, LLC. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does Nancy Ann Socha charge for services?
Nancy Ann Socha's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NANCY A SOCHA & ASSOCIATES, LLC?
NANCY A SOCHA & ASSOCIATES, LLC has approximately 7 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at NANCY A SOCHA & ASSOCIATES, LLC

Louis S Socha
CORNING, NY

More Advisors in CORNING, New York

William Barnum Burns
BURNS MATTESON CAPITAL MANAGEMENT, LLC·CORNING, NY
Amy Elizabeth Irvine
IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, NY
Andrew Dale Barber
1271787 LLC·CORNING, NY
Katrina Marie Welker
IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, NY
Nina Graham Socha
SOCHA FINANCIAL GROUP, LLC·CORNING, NY
Paul Vincent Sydlansky
LAKE ROAD ADVISORS, LLC·CORNING, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile