Socha Financial Group, LLC

Socha Financial Group, LLC (CRD# 299263) is a financial advisory firm headquartered in Corning, NY. They manage $354,290,207 in 754 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
181 East Second Street, Corning, NY 14830
http://www.nsocha.com
By the Numbers
  • Total Assets Under Management
    354
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Socha Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jolie McCarthy, financial advisor Corning NY
Jolie McCarthy
CRD#: 6171720
181 East Second Street, Corning, NY 14830

Jolie McCarthy (CRD# 6171720) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry.

2
Michael Socha, financial advisor Corning NY
Michael E. Socha
CRD#: 5402692
181 East Second Street, Corning, NY 14830

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.

3
Nina Socha, financial advisor Corning NY
Nina G. Socha
CRD#: 5350145
181 East Second Street, Corning, NY 14830

Nina Socha (CRD# 5350145) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has over 15 years of experience in the finance industry.

4
Michelle Vang, financial advisor Corning NY
Michelle S. Vang
CRD#: 6827201
181 East Second Street, Corning, NY 14830

Michelle Vang (CRD# 6827201) is an Investment Advisor Representative working at Socha Financial Group, LLC in Corning, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals