AS
Alex Socolof
CRD 1017723
Firms
| Firm | Role | As of |
|---|---|---|
| Strategic Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Strategic Wealth Management Llc
Investment Advisor Representative · 25% – 50% · Jun 2017
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗