Patricia Sokolowski, financial advisor Burlington VT
96 score

Patricia Sokolowski

CRD Number: 5338173
Current Firm: Westview Investment Advisors, LLC

Patricia Sokolowski (CRD# 5338173) is an Investment Advisor Representative working at Westview Investment Advisors, LLC in Burlington, VT and has over 9 years of experience in the finance industry. Patricia Sokolowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sokolowski Investment Advisors,llc Burlington, VT Apr 1998 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Patricia N. Sokolowski
Phone Number: 802-489-5342
Registered State(s):
  • MA
  • VT
By the Numbers
  • Total Assets Under Management
    148
    MILLIONS
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $901,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MA, NH, NJ, NY, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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