Patrick
Ricci
Sofi Wealth LLC
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About this Advisor
Patrick Ricci is a financial advisor based out of Claymont, Delaware with a total of 2 years of relevant experience. Ricci is an employee of Sofi Wealth LLC. Their career trajectory has included roles at Full-Time Education, Capital One 360, Capital One Investing, LLC, Capital One Advisors, LLC, Sofi Securities LLC, Sofi Wealth LLC and Herschel Consulting. Ricci holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Delaware. Sofi Wealth LLC is an advisory company that has its headquarters in San Francisco, CA. The company has offices in four locations and a total of 70 people on staff. It oversees $671 million in assets under management among its 155,840 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Sofi Wealth LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advisory services typically depend on the financial services. However, fees charged by Sofi Wealth LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Patrick Ricci Work History
Patrick has been registered as a financial advisor for 2 years.*
Sofi Securities LLC
Sofi Wealth LLC
Herschel Consulting
Capital One Advisors, LLC
Capital One Investing, LLC
Capital One 360
Full-Time Education
*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 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
San Francisco, CA
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
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