Alexander
Meldrum
Sofi Wealth LLC
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About this Advisor
Alexander Meldrum is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Alexander has previously held positions at Rhi General Group, Wells Fargo Clearing Services LLC, Westminster College, Captioncall, Aldous And Associates, Lyft, Plh Advanced Engineering, Mass Mutual/Capstone Partners, Sofi Securities, LLC, and Sofi Wealth, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Alexander is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million and offers services including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Alexander Meldrum Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Rhi General Group
Wells Fargo Clearing Services LLC
Plh Advanced Engineering
Mass Mutual/Capstone Partners
Lyft
Aldous And Associates
Westminster College
Captioncall
Westminster College
Westminster College
Westminster College
Disclosures
Please visit the SEC profile of Alexander Meldrum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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