Financial ADVSR advisor directory · SEC adviser records
Sofi Wealth LLC financial advisors in San Francisco, CA
Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in San Francisco, A to Z.
The short answer
48 registered advisors work at Sofi Wealth LLC in San Francisco, out of 99 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 47 are also registered broker representatives.
Sofi Wealth LLC advisors in San Francisco, A to Z
Every Sofi Wealth LLC advisor →- Jerome L. AbbottAlso a broker rep
- Angelo M. AgudaAlso a broker rep
- Elizabeth F. BartlettAlso a broker rep
- Benjamin BeasleyAlso a broker rep
- Edziel Richard BibianoAlso a broker rep
- Jennifer L. BoomsAlso a broker rep
- Jamar BrownAlso a broker rep
- Jared S. ButlerAlso a broker rep
- John CainAlso a broker rep
- Colby CarterAlso a broker rep
- Joshua G. ClaytonAlso a broker rep
- Joseph D. CowperAlso a broker rep
- Carlos DardonAlso a broker rep
- Jorge B. De Oliveira NetoAlso a broker rep
- Michael EbelAlso a broker rep
- Andrew A. EvenerAlso a broker rep
- Jonathan GarciaAlso a broker rep
- Robert GilbertAlso a broker rep
- Adriana GoiricelayaAlso a broker rep
- Charles R. HallAlso a broker rep
- Robert M. HillCertified Financial Planner · Also a broker rep
- Jason HinesleyAlso a broker rep
- Kristina HoglundAlso a broker rep
- Sami HuseinovicAlso a broker rep
- Mario IsmailanjiChartered Financial Analyst · Also a broker rep
- Jacquelyn R. KestersonAlso a broker rep
- Max KimballAlso a broker rep
- Christine LeeAlso a broker rep
- Szu Chen LeeInvestment adviser rep
- Jami LieblAlso a broker rep
- Kenzie MajorAlso a broker rep
- Alexander MeldrumAlso a broker rep
- Roland MillerAlso a broker rep
- Aidan NeuenswanderAlso a broker rep
- David S. NewsomeAlso a broker rep
- Spencer PageAlso a broker rep
- Gregory M. PalmieriCertified Financial Planner · Also a broker rep
- Gentian PlakuAlso a broker rep
- Justin A. RaleighAlso a broker rep
- Palmer RandolphAlso a broker rep
- Nikita A. ShahAlso a broker rep
- Stefanie N. SwezeyAlso a broker rep
- Christopher TrufantAlso a broker rep
- Susana Vasquez FrancoAlso a broker rep
- Videsha WadeAlso a broker rep
- Brian M. WalshCertified Financial Planner · Also a broker rep
- Christian WebleyAlso a broker rep
- Brian WoolstonAlso a broker rep
Sofi Wealth LLC advisors in every city and state →Sofi Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sofi Wealth LLC advisors in other cities
Jacksonville, FL 22Cottonwood Heights, UT 17New York, NY 4Salt Lake City, UT 3Aston, PA 1Claymont, DE 1Gilbert, AZ 1Greenville, DE 1Mount Pleasant, SC 1
Other firms in San Francisco
All San Francisco advisors →Morgan Stanley 418J.P. Morgan Securities LLC 294Merrill Lynch, Pierce, Fenner & Smith Incorporated 215UBS Financial Services Inc. 189Farther 131Wells Fargo Clearing Services, LLC 109Citigroup Global Markets Inc. 79Schwab Wealth Advisory, Inc. 75Iconiq Capital, LLC 73Charles Schwab & Co., Inc. 70Strategic Advisers LLC 65Parallel Advisors, LLC 54
Questions
How many financial advisors does Sofi Wealth LLC have in San Francisco?
48 investment adviser representatives are registered at Sofi Wealth LLC offices in San Francisco, California, according to the SEC's Investment Adviser Public Disclosure records, out of 99 nationwide. 3 list the CFP designation and 47 are also registered as broker representatives.
Is Sofi Wealth LLC one of the largest advisor employers in San Francisco?
Sofi Wealth LLC ranks number 15 in San Francisco by registered advisors; Morgan Stanley has the most, with 418.
How do I check a Sofi Wealth LLC advisor in San Francisco?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sofi Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.