Douglas
Sockman
Cleveland Wealth, LLC
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About this Advisor
Douglas Sockman is a financial advisor based in Cleveland, Ohio, working with Cleveland Wealth, LLC. Douglas has previously held positions at Mass Mutual Life Insurance, Mml Investors Services Inc, Cw Insurance, LLC, and Cleveland Wealth, LLC. Douglas has passed the Series 63 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Douglas is part of Cleveland Wealth, LLC, which operates out of Cleveland, Ohio. The firm has 6 employees and manages assets totaling $767.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Cleveland Wealth, LLC includes asset-based, fixed, and other fees.
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Cleveland Wealth, LLC Brokerage Details
$767,831,157
6
2,999
$256,029
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Douglas Sockman Work History
Cw Insurance, LLC
Cleveland Wealth, LLC
Mass Mutual Life Insurance
Mml Investors Services Inc
Disclosures
Please visit the SEC profile of Douglas Sockman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cleveland Wealth, LLC
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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