David Vadim Sokolovsky
Investment adviser representative at Hightower Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$198.6BFirm assets
Are you David Vadim Sokolovsky? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hightower Advisors, LLCSep 2019 to now
- Zurich North AmericaMay 2018 to Sep 2019
- Accenture StrategyOct 2017 to May 2018
- Liberty Mutual InsuranceJul 2014 to Oct 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5451175
- Firm CRD
- 145323