Sean
Hytry
Sofi Wealth LLC
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About this Advisor
Sean Hytry is a financial advisor working in Salt Lake City, Utah with 6 years of relevant experience. Hytry is on the advisory team at Sofi Wealth LLC. Over the course of their career, they have held roles at E*Trade Securities LLC, E*Trade Capital Management LLC, Tdameritrade, Inc, Sofi Wealth LLC and Fidelity Brokerage Services LLC. Hytry maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Utah. Sofi Wealth LLC is a firm based out of San Francisco, CA. The company has offices in four locations and a total of 70 advisors. It has $671 million in total assets across its 155,840 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. A financial advisor's fees 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
Years Registered*
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$671,300,846
70
155,840
$4,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sean Hytry Work History
Sean has been registered as a financial advisor for 6 years.*
Sofi Wealth LLC
Fidelity Brokerage Services LLC
Tdameritrade, Inc
E*Trade Capital Management LLC
E*Trade Securities LLC
*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 Sean Hytry 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
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
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