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Nancy Ann Socha

NANCY A SOCHA & ASSOCIATES, LLC·CORNING, New York
Unclaimed Profile
181 EAST SECOND STREET, CORNING, NY 14830CRD# 1156261Firm CRD# 108120
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Cary Anne Muggleton — ULLMAN JOHN & ASSOCIATES INCJerry Lee Horton — ULLMAN JOHN & ASSOCIATES INCRobert Charles Andolina — ULLMAN JOHN & ASSOCIATES INCLouis S Socha — NANCY A SOCHA & ASSOCIATES, LLCJohn Bruce Lloyd — ULLMAN JOHN & ASSOCIATES INC
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