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Financial ADVSR advisor directory · SEC adviser records

Sofi Wealth LLC financial advisors in Florida

Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in Florida, by city and A to Z.

22 registered advisors work at Sofi Wealth LLC in Florida, out of 99 nationwide; it's the firm's number 2 state by advisors, and the most are in Jacksonville (22). 0 list the CFP designation and 22 are also registered broker representatives.

Sofi Wealth LLC advisors by city in Florida

Every firm in Florida →

Jacksonville 22

Sofi Wealth LLC advisors in Florida, A to Z

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Sofi Wealth LLC in other states

California 48Utah 20New York 4

Questions

How many Sofi Wealth LLC financial advisors are in Florida?

22 investment adviser representatives are registered at Sofi Wealth LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 0 list the CFP designation and 22 are also registered as broker representatives.

Where in Florida does Sofi Wealth LLC have the most advisors?

Jacksonville, with 22. Sofi Wealth LLC has advisors in 1 city in Florida.

How do I check a Sofi Wealth LLC advisor in Florida?

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.