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Alek John Sokoloski

Avior Wealth Management, LLC

Scottsdale, AZ

Omaha, NE

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Current Employers
Avior Wealth Management, Llc

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-10
  • AZ RA
    APPROVED
    Since 2026-04-10

Branch Locations

14648 N. Scottsdale Rd., Suite 300, Scottsdale, AZ 85254 • United States

14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • 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
Ironwood Investment Counsel, Llc Scottsdale AZ 06/2022 03/2026
Rockwood Wealth Management New Hope PA 01/2022 06/2022
Temple University Philadephia PA 08/2018 05/2022
Wyoming Valley West High School Plymouth PA 08/2014 06/2018
Zenith Wealth Partners Philadelphia PA 09/2021 01/2022
Junto Wealth Narberth PA 05/2021 09/2021
Avior Wealth Management, Llc Scottsdale AZ 03/2026 Present
  • 06/2022 → 03/2026
    Ironwood Investment Counsel, Llc
    Scottsdale, AZ
  • 01/2022 → 06/2022
    Rockwood Wealth Management
    New Hope, PA
  • 08/2018 → 05/2022
    Temple University
    Philadephia, PA
  • 08/2014 → 06/2018
    Wyoming Valley West High School
    Plymouth, PA
  • 09/2021 → 01/2022
    Zenith Wealth Partners
    Philadelphia, PA
  • 05/2021 → 09/2021
    Junto Wealth
    Narberth, PA
  • 03/2026 → Present
    Avior Wealth Management, Llc
    Scottsdale, AZ
Previous Registrations
Designations
Other Names
  • Alek Sokoloski

View on SEC IAPD

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