Benedikt
Haid
Sofi Wealth LLC
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About this Advisor
Benedikt Haid is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Benedikt has previously held positions at Florida Financial Advisors, University Of North Florida, Bundesoberstufenrealgymnasium Innsbruck, Cantor Fitzgerald Securities, Sofi Securities LLC, and Sofi Wealth LLC. Benedikt has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Benedikt is part of Sofi Wealth LLC, which operates out of Jacksonville, Florida. 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
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
Benedikt Haid Work History
Sofi Securities LLC
Sofi Wealth LLC
Cantor Fitzgerald Securities
Florida Financial Advisors
University Of North Florida
University Of North Florida
University Of North Florida
University Of North Florida
Bundesoberstufenrealgymnasium Innsbruck
Disclosures
Please visit the SEC profile of Benedikt Haid 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
Claymont, DE
Salt Lake City, UT
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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