Jennifer S. Sokolowski
METIS WEALTH MANAGEMENT & PLANNING LLC
Bluffton, SC 29910
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CRD#: 6882692
Professional summary
Jennifer S Sokolowski, CFP® is a registered financial advisor currently at METIS WEALTH MANAGEMENT & PLANNING LLC located in Bluffton, South Carolina.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jennifer has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer S Sokolowski's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
November 14, 2019 - Present
METIS WEALTH MANAGEMENT & PLANNING LLC
Office #1: 5 Red Cedar St Suite 201, Bluffton, SC 29910RIA
CRD#: 305086
Bluffton, SC
Past
January 24, 2018 - March 12, 2020
WESTVIEW INVESTMENT ADVISORS, LLC
RIA
CRD#: 116001
Hilton Head Island, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
METIS WEALTH MANAGEMENT & PLANNING LLC
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD#: 305086 / SEC#: 801-132805
RIA
Registered Investment Advisory firm - (5/19/2025 Approved)Massachusetts
Registered Investment Advisory firm - (6/5/2025 Terminated)New York
Registered Investment Advisory firm - (6/5/2025 Terminated)South Carolina
Registered Investment Advisory firm - (6/5/2025 Terminated)Texas
Registered Investment Advisory firm - (6/5/2025 Terminated)Vermont
Registered Investment Advisory firm - (12/9/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(11/22/2021)
IAR
South Carolina(11/14/2019)
IAR
Texas(3/29/2023)
Current Firm
MW
METIS WEALTH MANAGEMENT & PLANNING LLC
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD#: 305086 / SEC#: 801-132805
RIA
Registered Investment Advisory firm - (5/19/2025 Approved)Massachusetts
Registered Investment Advisory firm - (6/5/2025 Terminated)New York
Registered Investment Advisory firm - (6/5/2025 Terminated)South Carolina
Registered Investment Advisory firm - (6/5/2025 Terminated)Texas
Registered Investment Advisory firm - (6/5/2025 Terminated)Vermont
Registered Investment Advisory firm - (12/9/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5 Red Cedar St Suite 201, Bluffton, SC 29910
Mailing Address
Phone number
(843) 271-6088
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 226 |
| AUM (Assets Under Management) | $ 107,613,051 |
Red Flags
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Company Information
METIS WEALTH MANAGEMENT & PLANNING LLC
CRD#: 305086Bluffton, SC 29910TRUST BUT VERIFY
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