Unclaimed Profile

Roy Wright Sokolowski

WESTVIEW INVESTMENT ADVISORS, LLC·BURLINGTON, Vermont

Series 7, Series 63, Series 65Clean record28 years registeredWESTVIEW INVESTMENT ADVISORS, LLC

95 COLLEGE ST, BURLINGTON, VT 05401CRD# 1616548Firm CRD# 116001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Wright Sokolowski · BURLINGTON, VT

Registration

CRD #1616548 · WESTVIEW INVESTMENT ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WESTVIEW INVESTMENT ADVISORS, LLC

METIS WEALTH MANAGEMENT & PLANNING LLC

Nov 2019 – Dec 2022

BLUFFTON, SC

WESTVIEW INVESTMENT ADVISORS, LLC

Jan 1998 – Mar 2020

Hilton Head Island, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 21, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTVIEW INVESTMENT ADVISORS, LLC

CRD 116001 · SEC 801-78991

Employees

Total firm employees

Services offered by WESTVIEW INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WESTVIEW INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Roy Wright Sokolowski offer?

Roy Wright Sokolowski specializes in Financial Planning, Investment Management.

What are Roy Wright Sokolowski's credentials?

Roy Wright Sokolowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Wright Sokolowski located?

Roy Wright Sokolowski is based in BURLINGTON, Vermont, last registered with WESTVIEW INVESTMENT ADVISORS, LLC.

How does Roy Wright Sokolowski charge for services?

Roy Wright Sokolowski's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTVIEW INVESTMENT ADVISORS, LLC?

WESTVIEW INVESTMENT ADVISORS, LLC has approximately 8 employees. The firm is registered with the SEC as an investment adviser.

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Other Advisors at WESTVIEW INVESTMENT ADVISORS, LLC

Patricia Nebel Sokolowski

BURLINGTON, VT

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Research

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