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Michael Eric Socha

Socha Financial Group, LLC

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About Michael Eric Socha

Michael Eric Socha is a registered investment advisor representative with Socha Financial Group, LLC in Corning, NY. Michael has been in the industry since 2009 and holds the Series 7, Series 63, and Series 65 licenses, along with the SIE exam. Michael earned the Chartered Financial Analyst designation and specializes in financial planning, portfolio management for individuals, and tax preparation. Socha Financial Group, LLC provides financial advice to individuals and high net worth individuals. The firm offers a variety of services, including financial planning, portfolio management, and tax preparation.

Firm Information

Michael Socha is currently registered with Socha Financial Group, LLC. Socha Financial Group, LLC is an investment advisor headquartered in Corning, NY. The firm has 3 licensed agents, 4 investment advisor representatives, and manages $354,290,207 in regulatory assets under management. Socha Financial Group provides financial planning, portfolio management for individuals, and other advisory services, including tax preparation. The firm serves high-net-worth individuals, as well as individuals other than high-net-worth.
Socha Financial Group, LLC

181 EAST SECOND STREET

CORNING, NY 14830

$354.29M

Assets Under Management

53

Total Clients

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Socha’s Registration & Firm History

NY

05/12/2021 - Present

Socha Financial Group, LLC (CORNING NY)

NY

09/03/2009 - 11/12/2014

TULLETT PREBON FINANCIAL SERVICES LLC (NEW YORK NY)

NJ

03/06/2009 - 01/06/2010

PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 12/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Eric Socha.
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