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Andrew John Sokol

Bluebird Wealth Management LLC

Medfield, MA

Amesbury, MA

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Current Employers
Bluebird Wealth Management Llc

266 Main Street Suite 19B, Medfield, MA 02052 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-25
  • MA RA
    APPROVED
    Since 2025-03-25

Branch Locations

266 Main Street Suite 19B, Medfield, MA 02052 • United States

12 Oakland Street Suite 308, Amesbury, MA 01913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Investments Andover MA 09/2015 10/2018
Darling Consulting Group Newburyport MA 10/2018 01/2025
Bluebird Wealth Management Llc Medfield MA 01/2025 Present
  • 09/2015 → 10/2018
    Putnam Investments
    Andover, MA
  • 10/2018 → 01/2025
    Darling Consulting Group
    Newburyport, MA
  • 01/2025 → Present
    Bluebird Wealth Management Llc
    Medfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-20
S63 Uniform Securities Agent State Law Examination 2015-11-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-20
  • S63 Uniform Securities Agent State Law Examination
    2015-11-24

View on SEC IAPD

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Other Offices

IBS CAPITAL LLC · MEDFIELD, MA
PARK AVENUE SECURITIES LLC · MEDFIELD, MA
OLIVER INVESTMENTS · MEDFIELD, MA
EASTSOUND CAPITAL ADVISORS, LLC · Medfield, MA
WOLFSTICH CAPITAL, LLC · MEDFIELD, MA
EDWARD JONES · MEDFIELD, MA
CITIZENS SECURITIES, INC. · MEDFIELD, MA
ASHWOOD ADVISORS · MEDFIELD, MA

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