Erin
Daniel
Sofi Wealth LLC
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About this Advisor
Erin Daniel is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Erin has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Citi, Ameris Bank, Trace Staffing, Deutsche Bank, Sofi Securities, LLC, and Sofi Wealth, LLC. Erin has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Erin 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
Erin Daniel Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Deutsche Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Citi
Citi
Ameris Bank
Ameris Bank
Trace Staffing
Disclosures
Please visit the SEC profile of Erin Daniel 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
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
Claymont, DE
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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