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Socha Financial Group, LLC CRD 299263
$430M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
181 East Second Street, Corning, NY 14830 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Socha Financial Group | Corning | NY | 10/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-03 |
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