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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 | 2024-10-23 |
Branch Locations
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
234 1St Street, San Francisco, CA 94105 • 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 | 12/2017 | 06/2019 |
| Equis Financial | Asheville | NC | 09/2017 | 12/2017 |
| Liberty National Life Insurance | Jacksonville | FL | 08/2016 | 10/2017 |
| Full Sail University | Winter Park | FL | 05/2017 | 07/2017 |
| Fidelity Brokerage Services Llc | Jacksonville | FL | 06/2019 | 07/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2020 | 08/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 09/2021 | 08/2024 |
| Sofi Securities, Llc | Jacksonville | FL | 10/2024 | Present |
| Sofi Wealth, Llc | Jacksonville | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-02 |
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