Robert
Brabson
Sofi Wealth LLC
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About this Advisor
Robert Brabson is a financial advisor working out of Claymont, Delaware who has 4 years of industry experience. Brabson is an employee of Sofi Wealth LLC. Throughout their career, they have worked at Coastal Equities, Inc, University Of Delaware, Affinity Wealth Management, Inc, Univeristy Of Delaware, Sofi Securities LLC, Sofi Wealth LLC, Social Finance Inc, Affinity Wealth Management LLC and Mercap Securities, LLC. Brabson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Delaware. Sofi Wealth LLC is an advisory business operating out of San Francisco, CA. The investment advisory business has offices in four locations and a total of 70 financial advisors. It administers $671 million in assets among its 155,840 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial management fee schedules vary depending on which service is provided. However, fee types billed 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
Robert Brabson Work History
Robert has been registered as a financial advisor for 4 years.*
Sofi Securities LLC
Sofi Wealth LLC
Social Finance Inc
Affinity Wealth Management LLC
Mercap Securities, LLC
Coastal Equities, Inc
Affinity Wealth Management, Inc
University Of Delaware
Univeristy Of Delaware
*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 Robert Brabson 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
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
Jacksonville, FL
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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