Sophia Taslitsky

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2019 → 01/2024
  Towson University
  Towson, MD
• 05/2014 → 05/2019
  Charm City Optical
  Baltimore, MD
• 05/2012 → 09/2019
  Babystting
  Baltimore, MD
• 05/2019 → 01/2024
  Maryland Healthcare
  Baltimore, MD
• 04/2022 → 01/2024
  Mutual Of Omaha Investor Services
  Hunt Valley, MD
• 04/2022 → 01/2024
  Mutual Of Omaha Insurance Company
  Hunt Valley, MD
• 01/2024 → 09/2024
  Kestra Investment Services, Llc
  Columbia, MD
• 09/2024 → 01/2026
  Miracle Mile Advisors, Llc
  Columbia, MD
• 01/2026 → Present
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Previous Registrations

• 2024-10-10 → 2026-02-02
  Composition Wealth, Llc
  Columbia, MD
  Los Angeles, CA
• 2024-02-13 → 2024-10-03
  Kestra Advisory Services, Llc
  21046, MD
  Austin, TX

Other Businesses

Independent Insurance Brokering; Guardian; 02/16/2026; Disability Income, Term Life, Long Term Care, Universal Life, Whole Life. Outside Employment; Brad Schwartz Wealth Management LLC; Employee; Financial Advisor; 300 Red Brook Blvd, , Owings Mills, MD, 21117; Investment-Related; 01/27/2026; 40 to 59 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-06-21
• S65 Uniform Investment Adviser Law Examination
  2024-02-12

Other Names

• Sophia Trakhtman
• Sophia Taslitsky
• Sophia Trakhtman Taslitsky