Alex Socolof

Employer firm

Strategic Wealth Management LLC CRD 140745

$16.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• ACTIVE INVESTMENT MANAGEMENT

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

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

Current Employers

Employment History

• 06/2006 → Present
  Strategic Wealth Management
  Briarcliff Manor, NY

Previous Registrations

• 2012-06-05 → 2017-06-29
  Strategic Wealth Management Llc
  Briarcliff Manor, NY

Other Businesses

ALEX SOCOLOF IS THE 49% owner of Rifency. It's a research and development company focusing on emission reduction technology. At present, we have no sales or revenue to date. THE AMOUNT OF TIME SPENT ON THIS PRODUCT IS CURRENTLY LESS THAN 5% OF WORK HOURS, BUT THE POTENTIAL FOR ACTIVITY IN THE FUTURE IS POSSIBLE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-20
• S63 Uniform Securities Agent State Law Examination
  1983-09-21

Other Names

• Alex Socolof
• Alexander Socolof