Unclaimed Profile

Roy Wright Sokolowski

WESTVIEW INVESTMENT ADVISORS, LLC·BURLINGTON, Vermont

Clean recordWESTVIEW 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Roy Wright Sokolowski is a registered financial advisor based in BURLINGTON, Vermont, affiliated with WESTVIEW INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WESTVIEW INVESTMENT ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at WESTVIEW INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 1616548

Firm CRD# 116001

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Frequently Asked Questions

What services does Roy Wright Sokolowski offer?

Roy Wright Sokolowski specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, Vermont for a consultation.

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, working with WESTVIEW INVESTMENT ADVISORS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

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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