Brian Sokolowski has been Managing Member and Chief Compliance Officer of Bluebird Wealth Management since February 2018, is a control person of the firm and directly owns 75% or more of it. Brian Sokolowski holds a BA in History from Fairfield University and an MBA from Babson College.
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.
Brian Sokolowski is Managing Partner and Chief Investment Officer of Bluebird Wealth Management. At his prior firm he led the equity research effort and team and managed two of the firm's equity strategies. His prior work experience includes Cambridge Trust Company and Fidelity Investments.
- – present · 8 yearsMedfield, MA · Adviser representative · Firm CRD 293420
Professional designations
Listed by Bluebird Wealth Management
- CFA charter holder
Investment adviser representative registrations
Brian Sokolowski is registered as an investment adviser representative in Massachusetts, since April 2018.
- MassachusettsSince 24 April 2018
Examinations
No examinations are on Brian Sokolowski’s record.
- Full name
- Brian Jan Sokolowski
- CRD
- 6920981
- Firm
- Bluebird Wealth Management · CRD 293420
- Role
- Managing Member and Chief Compliance Officer
- Office
- 266 MAIN STREET, SUITE 19B, Medfield, MA 02052
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluebirdwealthmanagement.com
Where does Brian Sokolowski work?
Brian Sokolowski has been Managing Member and Chief Compliance Officer of Bluebird Wealth Management LLC since February 2018, and is a control person of the firm.
Is Brian Sokolowski a financial advisor?
Yes. Brian Sokolowski has a current investment-adviser registration in Massachusetts, through Bluebird Wealth Management since April 2018.
How many years of experience does Brian Sokolowski have?
Brian Sokolowski has 8 years in the financial industry, since April 2018, across 1 adviser firm.
Where is Brian Sokolowski based?
Brian Sokolowski’s registered office is in Medfield, MA.
Is Brian Sokolowski registered with FINRA?
No. Brian Sokolowski has no current broker registration.
Is Brian Sokolowski a CFA charterholder?
Bluebird Wealth Management lists Brian Sokolowski with the CFA credential (“CFA charter holder”) on its website. CFA Institute confirms certification status.
Source: Brian Sokolowski, CFA biography, bluebirdwealthmanagement.com
How can I verify Brian Sokolowski’s record?
Search CRD 6920981 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Sokolowski’s full registration record.