Agnieszka Sokolowska

CRD 6907753 · Fidelity Brokerage Services LLC · Oak Brook, IL

IA RegisteredBroker

Also appears in the source record as: Agnes Sokolowska

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63Series 7TOSIESeries 6
Registered states (18): Arizona · California · Colorado · Florida · Hawaii · Illinois · Indiana · Kansas · Michigan · Missouri · North Carolina · Ohio · Oregon · South Dakota · Texas · Utah · Virginia · Wisconsin
Years in the industry (source record): 8
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (6)

From the source registration record · current first

Strategic Advisers LLCCurrent
Oak Brook, IL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Park Ridge, IL · BD capacity

May 19, 2023 → present
Fidelity Brokerage Services LLCCurrent
Oak Brook, IL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jun 4, 2023 → Mar 31, 2025
Citigroup Global Markets Inc.
IA capacity

Jul 2, 2020 → Apr 21, 2023
Citigroup Global Markets Inc.
BD capacity

Mar 20, 2018 → Apr 21, 2023

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 6907753 ↗ FINRA BrokerCheck record for CRD 6907753 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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