AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
NS

Nancy A. Socha

Some features on this profile are disabled
CRD#: 1156261
NS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Nancy Ann Socha, who also goes by Nancy A Duquette, Nancy Ann Duquette Socha, was a registered financial professional .

Nancy is a previously registered financial professional and started their career in finance in 1983. Nancy had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Nancy A Duquette | Nancy Ann Duquette Socha

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 17, 2008 - March 22, 2019

SOCHA FINANCIAL GROUP

RIA
CRD#: 108120
CORNING, NY
Past

February 3, 2006 - October 16, 2009

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
CORNING, NY
Past

June 19, 1996 - October 16, 2009

FSC SECURITIES CORPORATION

BD
CRD#: 7461
CORNING, NY
Past

June 7, 1990 - June 21, 1996

ROBERT THOMAS SECURITIES, INC

BD
CRD#: 10147
ST. PETERSBURG, FL
Past

November 9, 1987 - June 11, 1990

BROAD REACH CAPITAL, INC.

BD
CRD#: 10045
Past

November 21, 1985 - November 20, 1987

TOWNSLEY ASSOCIATES & COMPANY, INC.

BD
CRD#: 14211
Past

August 23, 1983 - November 25, 1985

LESKO SECURITIES INC.

BD
CRD#: 10091

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/14/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SF
SOCHA FINANCIAL GROUP
NANCY A SOCHA & ASSOCIATES, LLC | SOCHA NANCY ANN | SOCHA NANCY A CFP | SOCHA FINANCIAL GROUP

CRD#: 108120 / SEC#: 801-55938

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
181 East Second Street, Corning, NY 14830
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II JANUARY 2, 2019 (1/2/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SOCHA FINANCIAL GROUP

CRD#: 108120

TRUST BUT VERIFY

Monitor Nancy Socha

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics