Financial ADVSR advisor directory · SEC adviser records
Sofi Wealth LLC financial advisors in Cottonwood Heights, UT
Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in Cottonwood Heights, A to Z.
The short answer
26 registered advisors work at Sofi Wealth LLC in Cottonwood Heights, out of 98 at the firm nationwide; it ranks number 1 in the city by advisors. 1 list the CFP designation and 26 are also registered broker representatives.
Sofi Wealth LLC advisors in Cottonwood Heights, A to Z
Every Sofi Wealth LLC advisor →- Angelo M. AgudaAlso a broker rep
- Edziel Richard BibianoAlso a broker rep
- Christopher D. BinghamAlso a broker rep
- Jennifer L. BoomsAlso a broker rep
- Jared S. ButlerAlso a broker rep
- Oscar ChavarriaAlso a broker rep
- Theresa J. CombsAlso a broker rep
- Carlos DardonAlso a broker rep
- McKay DownsAlso a broker rep
- Michael EbelAlso a broker rep
- Matthew EddingtonAlso a broker rep
- Nan GuoAlso a broker rep
- Kristina HoglundAlso a broker rep
- Richard C. JonesAlso a broker rep
- Lain KoretoffAlso a broker rep
- Spencer LarsenAlso a broker rep
- Jackson L. LeitzingerAlso a broker rep
- Roland MillerAlso a broker rep
- Jarrett NielsenAlso a broker rep
- Spencer PageAlso a broker rep
- Dat QuachAlso a broker rep
- Palmer RandolphAlso a broker rep
- Joshua RobertsAlso a broker rep
- Jakob RoundyAlso a broker rep
- Ryan K. TuttleCertified Financial Planner · Also 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
San Francisco, CA 40Jacksonville, FL 23New York, NY 3Salt Lake City, UT 2Charlotte, NC 1Gilbert, AZ 1Greenville, DE 1Omaha, NE 1
Other firms in Cottonwood Heights
All Cottonwood Heights advisors →Charles Schwab & Co., Inc. 18Raymond James & Associates, Inc. 14Wells Fargo Advisors Financial Network, LLC 11LPL Financial LLC 9Lido 8Oneamerica Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5M2 Financial LLC 4Sequoia Financial Group, L.L.C. 4Strategic Advisers LLC 4S20 Capital, LLC 3
Questions
How many financial advisors does Sofi Wealth LLC have in Cottonwood Heights?
26 investment adviser representatives are registered at Sofi Wealth LLC offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 1 list the CFP designation and 26 are also registered as broker representatives.
Is Sofi Wealth LLC one of the largest advisor employers in Cottonwood Heights?
Sofi Wealth LLC ranks number 1 in Cottonwood Heights by registered advisors, ahead of Charles Schwab & Co., Inc. (18).
How do I check a Sofi Wealth LLC advisor in Cottonwood Heights?
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.