Steven
Klatt-Donohoe
Sofi Wealth LLC
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About this Advisor
Steven Klatt-Donohoe is a financial advisor based in Jacksonville, Florida, working with Sofi Wealth LLC. Steven has previously held positions at Fidelity Brokerage Services LLC, 900 Degrees, Strange Brew Tavern, Hms Host, Sofi Securities LLC, and Sofi Wealth LLC. Steven has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Steven 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
Steven Klatt-Donohoe Work History
Sofi Securities LLC
Sofi Wealth LLC
Fidelity Brockerage Services LLC
900 Degrees
Hms Host
Strange Brew Tavern
Disclosures
Please visit the SEC profile of Steven Klatt-Donohoe 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
Salt Lake City, UT
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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