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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-29 |
Branch Locations
860 Washington Street 2Nd Floor, New York, NY 10014 • 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 |
|---|---|---|---|---|
| Prolific Solutions | New York | NY | 06/2017 | 12/2023 |
| New York Life Insurance Company | New York | NY | 01/2024 | 03/2026 |
| Hofstra University | Uniondale | NY | 09/2014 | 06/2017 |
| Nylife Securities Llc | New York | NY | 08/2024 | 03/2026 |
| Eagle Strategies Llc | New York | NY | 12/2024 | 03/2026 |
| Sofi Securities Llc | New York | NY | 04/2026 | Present |
| Sofi Wealth Llc | New York | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-26 |
Reach out to this advisor