Best Investors
Account
Sign in
Best Investors
Account
Sign in
Sofi Wealth LLC CRD 167958
$2.05B regulatory AUM 7,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2016 | 12/2021 |
| Bank Of America, N.A. | Jacksonville | FL | 01/2016 | 12/2021 |
| Citigroup/Citibank | Jacksonville | FL | 05/2023 | 05/2025 |
| Delaware North Tiaa Bank Stadium | Jacksonville | FL | 06/2021 | 12/2025 |
| J.P. Morgan Securities Llc | Jacksonville | FL | 05/2025 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Jacksonville | FL | 05/2025 | 03/2026 |
| Compass Group | Daytona Beach | FL | 02/2023 | 01/2025 |
| South Jacksonville Fl Caregiving Llc | Jacksonville | FL | 04/2022 | 10/2024 |
| Citigroup Global Markets Inc. | Jacksonville | FL | 05/2023 | 05/2025 |
| Cigar International | Jacksonville | FL | 09/2024 | 04/2025 |
| Ameritas | Jacksonville | FL | 01/2023 | 05/2023 |
| Sofi Securities Llc | Jacksonville | FL | 07/2026 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 07/2026 | Present |
| Unemployed | Jacksonville | FL | 03/2026 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-04 |
Reach out to this advisor