Investment adviser representative · Strategic Wealth Management LLC
Alex Socolof
CRD 1017723 · Briarcliff Manor, NY
At a glance
Alex Socolof is an investment adviser representative with Strategic Wealth Management LLC in Briarcliff Manor, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alex’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Strategic Wealth Management LLCSince April 2021Briarcliff Manor, NY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Alex’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Strategic Wealth Management LLC
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