Brian
Walsh
Sofi Wealth LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Walsh is a certified financial planner who works out of San Francisco, California, with 5 years of industry experience. Walsh is currently employed by Sofi Wealth LLC. During their career, the advisor has held roles at Advicent Solutions Llp, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Social Finance Inc and Sofi Securities LLC. Walsh has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Delaware, Michigan and Texas. Sofi Wealth LLC is an advisory business operating out of San Francisco, CA. It has offices in four locations and a total of 70 people on staff. It manages $671 million in assets under management among its 155,840 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The advisory firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fees billed by Sofi Wealth LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sofi Wealth LLC Brokerage Details
$671,300,846
70
155,840
$4,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Walsh Work History
Brian has been registered as a financial advisor for 5 years.*
Sofi Securities LLC
Social Finance Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Advicent Solutions Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Walsh 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
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
