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Christopher Matthew Patzelt-Russo

Sofi Wealth LLC

New York, NY

San Francisco, CA

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Current Employers
Sofi Wealth Llc

234 1St Street, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-17
  • NY RA
    APPROVED
    Since 2021-09-17

Branch Locations

860 Washington St, New York, NY 10014 • United States

234 1St Street, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Equitable New York NY 12/2016 06/2020
Axa Advisors, Llc New York NY 12/2016 06/2020
Kapitall Generation New York NY 01/2016 12/2016
Equitable New York NY 12/2016 09/2021
Equitable Advisors, Llc New York NY 12/2016 09/2021
Sofi Securities, Llc New York NY 09/2021 Present
Sofi Wealth, Llc New York NY 09/2021 Present
  • 12/2016 → 06/2020
    Axa Equitable
    New York, NY
  • 12/2016 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 01/2016 → 12/2016
    Kapitall Generation
    New York, NY
  • 12/2016 → 09/2021
    Equitable
    New York, NY
  • 12/2016 → 09/2021
    Equitable Advisors, Llc
    New York, NY
  • 09/2021 → Present
    Sofi Securities, Llc
    New York, NY
  • 09/2021 → Present
    Sofi Wealth, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-01
  • S66 Uniform Combined State Law Examination
    2016-04-01
Other Names
  • Christopher Matthew Russo
  • Chris Patzelt-Russo

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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