Andrew Sokol has been an investment adviser representative at Bluebird Wealth Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Bluebird Wealth Management LLC is a Medfield, MA firm with $154M under management, 112 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Andrew Sokol is a Financial Advisor at Bluebird Wealth Management. He began his career in asset management at Putnam Investments, then moved into interest rate risk management for community banks and credit unions as a financial analyst at Darling Consulting Group. He later joined Bluebird Wealth Management to return to investment management.
- – present · 1 yearAmesbury, MA · Adviser representative · Firm CRD 293420
Investment adviser representative registrations
Andrew Sokol is registered as an investment adviser representative in Massachusetts, since March 2025.
- MassachusettsSince 25 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 February 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 May 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 October 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew John Sokol
- CRD
- 6560555
- Firm
- Bluebird Wealth Management · CRD 293420
- Office
- 12 OAKLAND STREET, SUITE 308, Amesbury, MA 01913
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluebirdwealthmanagement.com
Where does Andrew Sokol work?
Andrew Sokol is an investment adviser representative registered through Bluebird Wealth Management LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Sokol a financial advisor?
Yes. Andrew Sokol has a current investment-adviser registration in Massachusetts, through Bluebird Wealth Management since March 2025.
How many years of experience does Andrew Sokol have?
Andrew Sokol has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Andrew Sokol passed?
Andrew Sokol has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 2015. FINRA credited Andrew Sokol with the SIE, which began in October 2018.
Where is Andrew Sokol based?
Andrew Sokol’s registered office is in Amesbury, MA.
Is Andrew Sokol registered with FINRA?
No. Andrew Sokol has no current broker registration.
How can I verify Andrew Sokol’s record?
Search CRD 6560555 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Sokol’s full registration record.