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Brian Jan Sokolowski

Bluebird Wealth Management LLC

Medfield, MA

CRD 6920981

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Employer firm

Bluebird Wealth Management LLC CRD 293420

$154M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

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
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

IBS CAPITAL LLC
PARK AVENUE SECURITIES LLC
OLIVER INVESTMENTS

Nearby Investors

ANDREW JOHN SOKOL
KEITH PATRICK CORBETT
MICHAEL RYAN DIFIORE

Nearby Offices

IBS CAPITAL LLC · MEDFIELD, MA
PARK AVENUE SECURITIES LLC · MEDFIELD, MA
OLIVER INVESTMENTS · MEDFIELD, MA

More in Medfield, MA

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