Best Investors Account Sign in
Inactive

Brian Jan Sokolowski

Bluebird Wealth Management LLC

Medfield, MA

Claim This Profile
Current Employers
Bluebird Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-04-24
  • MA RA
    APPROVED
    Since 2018-04-24

Branch Locations

266 Main Street Suite 19B, Medfield, MA 02052 • 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
Bluebird Wealth Management Llc Medfield MA 04/2018 Present
Cambridge Trust Company Boston MA 09/2004 04/2018
Designations

View on SEC IAPD

Other Firms

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

Other Investors

ANDREW JOHN SOKOL
KEITH PATRICK CORBETT
MICHAEL RYAN DIFIORE
Andrew O'Leary
DAVID JAY MORTON
ROBERT BRUCE HANNA
THEODORE JOHN WOLFSTICH
Richard Matthew Cullen

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

More in Medfield, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor