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.
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 4936830
Axa Advisors, LLC
Score
106
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Ft Lauderdale, FL | Feb 2010 - Current | 7 |
| Strategic Wealth Management | Briarcliff Manor, NY | Jun 2006 - Current | 11 |
| 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 |
- CT
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts52ACCOUNTS
-
Average Account Value$480,769
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CT, NY
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