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Edward Thomas Sopko

Ares Wealth Management Solutions, LLC

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About Edward Thomas Sopko

Edward Sopko is a financial advisor in New York, NY. Edward is currently registered with Ares Wealth Management Solutions, LLC and has been working in the industry since January 2024. Edward has passed the Series 63, Series 7TO and SIE exams and is registered with the states of Colorado and New York. Edward is not currently registered with the state of New York as an Investment Advisor Representative.

Firm Information

Edward Sopko is currently registered with Ares Wealth Management Solutions, LLC. Ares Wealth Management Solutions, LLC is a Limited Liability Company formed on December 21, 2001. The firm is registered with the SEC and all 50 states as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

35

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Edward Sopko’s Registration & Firm History

NY

01/22/2024 - Present

Ares Wealth Management Solutions, LLC (New York NY)

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Licenses & Designations

BC

Issued 02/23/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Thomas Sopko.
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