Financial ADVSR advisor directory · SEC adviser records
Sofi Wealth LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in New York, by city and A to Z.
The short answer
4 registered advisors work at Sofi Wealth LLC in New York, out of 99 nationwide; it's the firm's number 4 state by advisors, and the most are in New York (4). 1 list the CFP designation and 4 are also registered broker representatives.
Sofi Wealth LLC advisors by city in New York
Every firm in New York →Sofi Wealth LLC advisors in New York, A to Z
Search by name →- Larry NovofastovskyNew York
- Christopher M. Patzelt-RussoNew York
- Dominic PizzucoNew York · Certified Financial Planner, Chartered Financial Consultant
- Elizabeth F. ThomasNew York · Chartered Financial Analyst
Sofi Wealth LLC advisors in every state →Sofi Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Sofi Wealth LLC in other states
Questions
How many Sofi Wealth LLC financial advisors are in New York?
4 investment adviser representatives are registered at Sofi Wealth LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in New York does Sofi Wealth LLC have the most advisors?
New York, with 4. Sofi Wealth LLC has advisors in 1 city in New York.
How do I check a Sofi Wealth LLC advisor in New York?
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.