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Managing Member and Chief Compliance Officer · Bluebird Wealth Management LLC

Brian J. Sokolowski

CRD 6920981 · Named on Form ADV at one SEC-registered adviser

At a glance

Bluebird Wealth Management LLC, an SEC-registered wealth manager based in Medfield, MA with $154 million in regulatory assets, lists Brian J. Sokolowski on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.