Mario
Ismailanji
Sofi Wealth LLC
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About this Advisor
Mario Ismailanji is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Mario has previously held positions at Gennaro's Catering Hall, Uniqlo, Gap Inc, Blackstone, New York City Transit, Ibisworld, Sofi Securities LLC, and Sofi Wealth LLC. Mario has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Mario 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. The services offered by the firm include 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
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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
Mario Ismailanji Work History
Sofi Wealth LLC
Sofi Securities LLC
New York City Transit
Ibisworld
Blackstone
Gap Inc
Gennaro'S Catering Hall
Uniqlo
Disclosures
Please visit the SEC profile of Mario Ismailanji 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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