Socha Financial Group

What changed

Retired after Savant acquisition; received equity in Savant.

Reported / discovered

Sep 1, 2026

Effective

Not reported

New role

Lead Advisor/Partner

Previous role

Not reported

Market

Corning, NY

Reported book

$542M

Reported team size

8 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.