Ryan Edward Sokolowski

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
• 11/2015 → 02/2017
  Easport Yacht Club
  Annapolis, MD
• 02/2017 → 02/2019
  The Colonial Golf And Tennis Club
  Harrisburg, PA
• 02/2019 → 08/2020
  The Elkridge Club
  Baltimore, MD
• 11/2020 → 03/2021
  Bank Of America N.A.
  York, PA
• 03/2021 → 10/2025
  Commonwealth Financial Network
  Waltham, MA
• 03/2021 → Present
  Pioneer Valley Financial Group, Llc
  Ludlow, MA
• 10/2025 → Present
  Raymond James Financial Services Inc.
  Ludlow, MA
• 10/2025 → Present
  Raymond James Financial Services Advisors Inc.
  Ludlow, MA

Previous Registrations

• 2021-03-30 → 2025-10-02
  Commonwealth Financial Network
  Ludlow, MA
  York, PA
• 2020-11-27 → 2021-03-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  York, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-11-25

Other Names

• Ryan Sokolowski