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Financial ADVSR advisor directory · SEC adviser records

Sofi Wealth LLC financial advisors in Salt Lake City, UT

Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in Salt Lake City, A to Z.

The short answer

3 registered advisors work at Sofi Wealth LLC in Salt Lake City, out of 98 at the firm nationwide; it ranks number 68 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Sofi Wealth LLC advisors in Salt Lake City, A to Z

Every Sofi Wealth LLC advisor →

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 40Cottonwood Heights, UT 26Jacksonville, FL 23New York, NY 3Charlotte, NC 1Gilbert, AZ 1Greenville, DE 1Omaha, NE 1

Other firms in Salt Lake City

All Salt Lake City advisors →

Strategic Advisers LLC 634Wells Fargo Clearing Services, LLC 210Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 34J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 18Crewe Advisors 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16

Questions

How many financial advisors does Sofi Wealth LLC have in Salt Lake City?

3 investment adviser representatives are registered at Sofi Wealth LLC offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 98 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Sofi Wealth LLC one of the largest advisor employers in Salt Lake City?

Sofi Wealth LLC ranks number 68 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.

How do I check a Sofi Wealth LLC advisor in Salt Lake City?

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.