Michael
Maher
Sofi Wealth LLC
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About this Advisor
Michael Maher is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Coop 303/Al's Pizza, Topgolf, The Melting Pot, Latitude 360, University Of Florida, University Of North Florida, More Health Nutra Solutions, One Ocean, Sofi Securities LLC, and Sofi Wealth LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Michael 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
Michael Maher Work History
Sofi Securities LLC
Sofi Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
More Health Nutra Solutions
Coop 303/Al'S Pizza
University Of North Florida
One Ocean
Topgolf
The Melting Pot
Latitude 360
University Of Florida
Disclosures
Please visit the SEC profile of Michael Maher 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
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
Jacksonville, FL
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