Sami
Huseinovic

Sofi Wealth LLC

CRD#7146488
Investment Advisor
in San Francisco, CA

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About this Advisor

Sami Huseinovic is a financial advisor working in San Francisco, California with a total of 2 years of industry experience. Huseinovic is currently employed by Sofi Wealth LLC. Throughout their career, they have worked at National Securities Corp, Sami'S Pizza, University Of Florida-Warrington College Of Business, School, Merrill Lynch, Pierce, Fenner & Smith Inc, Sofi Securities LLC and Sofi Wealth LLC. Huseinovic holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Sofi Wealth LLC is an advisory business based out of San Francisco, CA. The investment advisory business has offices in four locations and a total of 70 financial advisors. It oversees $671 million in assets under management across its 155,840 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Sofi Wealth LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Sofi Wealth LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

$671,300,846

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

70

CA Average: 43
Total Number of Accounts

155,840

CA Average: 3,727
Average Account Size

$4,308

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

Sami Huseinovic Work History

Sami has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sofi Securities LLC

2021 - Present (3 years)

Sofi Wealth LLC

2019 - 2019 (< 1 year)

National Securities Corp

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

University Of Florida-Warrington College Of Business

2012 - 2019 (7 years)

Sami'S Pizza

2012 - 2019 (7 years)

Sami'S Pizza

2009 - 2014 (5 years)

School

*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 Sami Huseinovic 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

Johnny Mazzeo
Jacksonville, FL
Brandon Milliken
Jacksonville, FL
Jacqueline Floyd
Jacksonville, FL
Justin Raleigh
San Francisco, CA
Brian Walsh
San Francisco, CA
Joshua Clayton
San Francisco, CA
Jorge De Oliveira Neto
San Francisco, CA
Joseph Cowper
San Francisco, CA

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.

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