Patrick
Ricci
Sofi Wealth LLC
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About this Advisor
Patrick Ricci is a financial advisor based in Claymont, Delaware, working with Sofi Wealth LLC. Patrick has previously held positions at Capital One 360, Capital One Investing, LLC, Capital One Advisors, LLC, Sofi Securities LLC, Sofi Wealth LLC, and Herschel Consulting. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, Patrick is part of Sofi Wealth LLC, which operates out of Claymont, Delaware. 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
Patrick Ricci Work History
Sofi Securities LLC
Sofi Wealth LLC
Herschel Consulting
Capital One Advisors, LLC
Capital One Investing, LLC
Capital One 360
Disclosures
Please visit the SEC profile of Patrick Ricci 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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