We are a boutique investment firm located in Briarcliff Manor, NY
We are registered investment advisors and custody our client assets at Fidelity Investments.
We offer our clients a choice. They can work with us at a fee basis or a Brokerage/transactional basis.
Our clients consist of Professionals, Corporate Executives, Business Owners, and high net worth individuals.
We offer creative Planning Strategies with a Unique Value Proposition.
Alex Socolof is registered with and securities offered through Kovack Securities Inc. 6451 North Federal Hwy. Suite 1201 Ft. Lauderdale Fl. 33308 954 782 4771 Member of FINRA/SIPC
