Patricia Sokolowski, financial advisor Hilton Head Island SC
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 Hilton Head Island, SC and has over 10 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
Westview Investment Advisors Hilton Head Island, SC Jul 2017 - Current < 1
Westview Invesment Advisors Burlington, VT Jan 2013 - Jun 2017 4
Sokolowski Investment Advisors,llc Burlington, VT Apr 1998 - Dec 2012 14
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):
  • SC
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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