Robert W. Sokolowski

METIS WEALTH MANAGEMENT & PLANNING LLC

Bluffton, SC 29910

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CRD#: 6882734

Professional summary

Robert W Sokolowski, CFP® is a registered financial advisor currently at METIS WEALTH MANAGEMENT & PLANNING LLC located in Bluffton, South Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert W Sokolowski's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2020

Experience

Current

November 14, 2019 - Present

METIS WEALTH MANAGEMENT & PLANNING LLC

Office #1: 5 Red Cedar St Suite 201, Bluffton, SC 29910

RIA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(11/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2018

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE PART 2A (4/17/2025)

SUPPLEMENT PART 2B (2/21/2025)

Regulatory assets under management

Total Number of Accounts	226
AUM (Assets Under Management)	$ 107,613,051

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.

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Robert W. Sokolowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert W Sokolowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

METIS WEALTH MANAGEMENT & PLANNING LLC

WESTVIEW INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

METIS WEALTH MANAGEMENT & PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2018

Current Firm

METIS WEALTH MANAGEMENT & PLANNING LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

METIS WEALTH MANAGEMENT & PLANNING LLC

TRUST BUT VERIFY

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