Alex Socolof, financial advisor Briarcliff Manor NY
93 score

Alex Socolof

CRD Number: 1017723
Current Firm: Strategic Wealth Management LLC

Alex Socolof (CRD# 1017723) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, Inc. Ft Lauderdale, FL Feb 2010 - Current 6
Strategic Wealth Management Briarcliff Manor, NY Jun 2006 - Current 10
Newbridge Securities Corporation Briarcliff Manor, NY Jun 2006 - Dec 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Alex Socolof
Phone Number: 646-220-3327
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    25
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $480,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, NY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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