Robert Sokolowski has been Owner/Investment Manager of Metis Wealth Management & Planning since January 2022, is a control person of the firm and directly owns between 50% and 75% of it. Robert Sokolowski holds a BA in Economics from the University of Vermont.
Metis Wealth Management & Planning LLC is a Bluffton, SC firm with $115M under management, 465 clients and 2 advisers in one office, as of its January 2026 filing.
Robert Sokolowski is Owner & Investment Manager of Metis Wealth Management & Planning. He works on investment strategies for clients. He previously worked as a Production Controller at Target Corporation, where he managed the operations of a 1.6 million square foot distribution facility.
Robert Sokolowski’s longest registration is the current one, 6 years at Metis Wealth Management & Planning since 2019. Before joining Metis Wealth Management & Planning in 2019, Robert Sokolowski was registered through Westview Investment Advisors, LLC.
- – present · 6 yearsBluffton, SC · Adviser representative · Firm CRD 305086
- Westview Investment Advisors, LLC– · 2 yearsHilton Head Island, SC · Adviser representative · Firm CRD 116001
Professional designations
Listed by Metis Wealth Management & Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Sokolowski is registered as an investment adviser representative in South Carolina, since November 2019.
- South CarolinaSince 14 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 January 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert W Sokolowski
- CRD
- 6882734
- Firm
- Metis Wealth Management & Planning · CRD 305086
- Role
- Owner/Investment Manager
- Office
- 5 RED CEDAR ST, SUITE 201, Bluffton, SC 29910
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- metiswealthllc.com
Where does Robert Sokolowski work?
Robert Sokolowski has been Owner/Investment Manager of Metis Wealth Management & Planning LLC since January 2022, and is a control person of the firm.
Is Robert Sokolowski a financial advisor?
Yes. Robert Sokolowski has a current investment-adviser registration in South Carolina, through Metis Wealth Management & Planning since November 2019.
How many years of experience does Robert Sokolowski have?
Robert Sokolowski has 8 years in the financial industry, since January 2018, across 2 adviser firms.
What exams has Robert Sokolowski passed?
Robert Sokolowski passed the Series 65 in January 2018.
Where is Robert Sokolowski based?
Robert Sokolowski’s registered office is in Bluffton, SC.
Is Robert Sokolowski registered with FINRA?
No. Robert Sokolowski has no current broker registration.
Is Robert Sokolowski a CFP?
Metis Wealth Management & Planning lists Robert Sokolowski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Sokolowski’s record?
Search CRD 6882734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Sokolowski’s full registration record.