Alexander
Meldrum

Sofi Wealth LLC

CRD#7153265
Investment Advisor
in San Francisco, CA

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Others

Office Location

234 1St Street
San Francisco, CA 94105

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Sofi Wealth LLC Brokerage Details

Total Assets Under Management

$943,520,661

CA Average: $7,578,581,321
Total Number of Employees

70

CA Average: 43
Total Number of Accounts

165,546

CA Average: 3,727
Average Account Size

$5,699

CA Average: $2,033,427

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

2021 - Present (3 years)

Sofi Securities, LLC

2021 - Present (3 years)

Sofi Wealth, LLC

2019 - 2020 (1 year)

Rhi General Group

2019 - 2021 (2 years)

Wells Fargo Clearing Services LLC

2019 - 2019 (< 1 year)

Plh Advanced Engineering

2019 - 2019 (< 1 year)

Mass Mutual/Capstone Partners

2018 - 2018 (< 1 year)

Lyft

2017 - 2017 (< 1 year)

Aldous And Associates

2017 - 2017 (< 1 year)

Westminster College

2016 - 2016 (< 1 year)

Captioncall

2016 - 2016 (< 1 year)

Westminster College

2015 - 2015 (< 1 year)

Westminster College

2015 - 2019 (4 years)

Westminster College

Created with Highcharts 6.0.7

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

Jamar Brown
San Francisco, CA
Jorge De Oliveira Neto
San Francisco, CA
Kendall Meade
San Francisco, CA
Oscar Chavarria
Salt Lake City, UT
Andrew Evener
San Francisco, CA
Jonathan Garcia
San Francisco, CA
Brandon Milliken
Jacksonville, FL
Thomas Francis
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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