Michael Socha, financial advisor Corning NY

Michael Socha

CRD Number: 5402692
Current Firm: Socha Financial Group, LLC

Michael Socha (CRD# 5402692) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 13 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Socha Financial Group Corning, NY Oct 2014 - Current 9
Tullett Liberty Securities LLC Jersey City, NJ Sep 2009 - Oct 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Michael E. Socha
Phone Number: 607-962-0605
Firm Website: http://www.nsocha.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    354
    MILLIONS
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $469,881
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
  • Other
Types of Clients
Registered States

CA, CT, FL, KY, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA

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