Best Investors Account Sign in

Mario Ismailanji

Sofi Wealth LLC

San Francisco, CA

New York, NY

CRD 7463056

Claim This Profile
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:

Current Employers
Sofi Wealth Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-13
  • NY RA
    APPROVED
    Since 2022-04-13

Branch Locations

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

860 Washington Street 2Nd Floor, New York, NY 10014 • 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
Gap Inc. New York NY 02/2015 02/2017
New York City Transit New York NY 02/2017 05/2017
Ibisworld New York NY 06/2017 07/2021
Sofi Securities Llc San Francisco CA 08/2021 Present
Sofi Wealth Llc New York NY 04/2022 Present
  • 02/2015 → 02/2017
    Gap Inc.
    New York, NY
  • 02/2017 → 05/2017
    New York City Transit
    New York, NY
  • 06/2017 → 07/2021
    Ibisworld
    New York, NY
  • 08/2021 → Present
    Sofi Securities Llc
    San Francisco, CA
  • 04/2022 → Present
    Sofi Wealth Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-09
  • S66 Uniform Combined State Law Examination
    2022-04-09
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor