Christopher
Mcgoogin-Smith

Sofi Wealth LLC

CRD#6455095
Investment Advisor
in Jacksonville, FL

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About this Advisor

Christopher Mcgoogin-Smith is a financial advisor based in Jacksonville, Florida with 2 years of industry experience. Mcgoogin-Smith is currently employed by Sofi Wealth LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Adt, Deutsche Bank Securities Inc, Bank Of America, N.A, Sofi Securities LLC and Sofi Wealth LLC. Mcgoogin-Smith maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Florida. Sofi Wealth LLC is a company based out of San Francisco, CA. The company has offices in four locations and a total of 70 financial advisors. It controls $671 million in assets among its 155,840 accounts, placing it among the larger firms in the country by assets under management. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advice typically depend on which services the firm provides the client. However, fee types charged by Sofi Wealth LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66

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

5335 Gate Parkway Suite 500
Jacksonville, FL 32256

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Sofi Wealth LLC Brokerage Details

Total Assets Under Management

$671,300,846

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

70

FL Average: 43
Total Number of Accounts

155,840

FL Average: 3,727
Average Account Size

$4,308

FL 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

Christopher Mcgoogin-Smith Work History

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

2021 - Present (3 years)

Sofi Securities LLC

2021 - Present (3 years)

Sofi Wealth LLC

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2018 - 2020 (2 years)

Deutsche Bank Securities Inc

2015 - 2018 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2015 (4 years)

Adt

*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 Christopher Mcgoogin-Smith 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

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

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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