Financial ADVSR advisor directory · SEC adviser records
Sofi Wealth LLC financial advisors in California
Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in California, by city and A to Z.
48 registered advisors work at Sofi Wealth LLC in California, out of 99 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (48). 3 list the CFP designation and 47 are also registered broker representatives.
Sofi Wealth LLC advisors by city in California
Every firm in California →Sofi Wealth LLC advisors in California, A to Z
Search by name →- Jerome L. AbbottSan Francisco
- Angelo M. AgudaSan Francisco
- Elizabeth F. BartlettSan Francisco
- Benjamin BeasleySan Francisco
- Edziel Richard BibianoSan Francisco
- Jennifer L. BoomsSan Francisco
- Jamar BrownSan Francisco
- Jared S. ButlerSan Francisco
- John CainSan Francisco
- Colby CarterSan Francisco
- Joshua G. ClaytonSan Francisco
- Joseph D. CowperSan Francisco
- Carlos DardonSan Francisco
- Jorge B. De Oliveira NetoSan Francisco
- Michael EbelSan Francisco
- Andrew A. EvenerSan Francisco
- Jonathan GarciaSan Francisco
- Robert GilbertSan Francisco
- Adriana GoiricelayaSan Francisco
- Charles R. HallSan Francisco
- Robert M. HillSan Francisco · Certified Financial Planner
- Jason HinesleySan Francisco
- Kristina HoglundSan Francisco
- Sami HuseinovicSan Francisco
- Mario IsmailanjiSan Francisco · Chartered Financial Analyst
- Jacquelyn R. KestersonSan Francisco
- Max KimballSan Francisco
- Christine LeeSan Francisco
- Szu Chen LeeSan Francisco
- Jami LieblSan Francisco
- Kenzie MajorSan Francisco
- Alexander MeldrumSan Francisco
- Roland MillerSan Francisco
- Aidan NeuenswanderSan Francisco
- David S. NewsomeSan Francisco
- Spencer PageSan Francisco
- Gregory M. PalmieriSan Francisco · Certified Financial Planner
- Gentian PlakuSan Francisco
- Justin A. RaleighSan Francisco
- Palmer RandolphSan Francisco
- Nikita A. ShahSan Francisco
- Stefanie N. SwezeySan Francisco
- Christopher TrufantSan Francisco
- Susana Vasquez FrancoSan Francisco
- Videsha WadeSan Francisco
- Brian M. WalshSan Francisco · Certified Financial Planner
- Christian WebleySan Francisco
- Brian WoolstonSan Francisco
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Sofi Wealth LLC in other states
Questions
How many Sofi Wealth LLC financial advisors are in California?
48 investment adviser representatives are registered at Sofi Wealth LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 3 list the CFP designation and 47 are also registered as broker representatives.
Where in California does Sofi Wealth LLC have the most advisors?
San Francisco, with 48. Sofi Wealth LLC has advisors in 1 city in California.
How do I check a Sofi Wealth LLC advisor in California?
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.