Christopher
Patzelt-Russo
Sofi Wealth LLC
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About this Advisor
Christopher Patzelt-Russo is a financial advisor based in New York, New York, working with Sofi Wealth LLC. Christopher has previously held positions at Hrc Investment Services, Inc, Axa Equitable, Axa Advisors, LLC, Kapitall Generation, Equitable, Equitable Advisors, LLC, Sofi Securities, LLC, and Sofi Wealth, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Christopher is part of Sofi Wealth LLC, which operates out of New York, New York. 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
Christopher Patzelt-Russo Work History
Sofi Securities, LLC
Sofi Wealth, LLC
Axa Equitable
Axa Advisors, LLC
Kapitall Generation
Equitable
Equitable Advisors, LLC
Hrc Investment Services, Inc
Disclosures
Please visit the SEC profile of Christopher Patzelt-Russo 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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