Gregory Matthew Palmieri

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 07/2017
  Usaa Financial Planning Services
  Vienna, VA
• 03/2018 → Present
  Sofi Securities / Sofi Wealth
  Claymont, DE
• 07/2017 → 03/2018
  Unemployed
  Arlington, VA

Previous Registrations

• 2014-07-11 → 2017-08-07
  Usaa Financial Planning Services
  Tampa, FL
  Vienna, VA
• 2012-03-23 → 2014-05-16
  Ubs Financial Services Inc.
  Sewickley, PA
• 2009-11-25 → 2010-05-25
  Morgan Stanley
  Bloomington, MN
• 2009-10-08 → 2009-11-11
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
  Greensburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2007-08-01

Designations

• Certified Financial Planner