Justin Aaron Raleigh
Investment adviser representative at Sofi Wealth LLC
13 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- UberAug 2025 to now
- Sofi Wealth LLCJun 2019 to now
- Social Finance Inc.Jun 2019 to now
- Sofi Securities LLCJun 2019 to now
- Thatcher CompanyMar 2019 to May 2019
- Wells Fargo Clearing Services, LLCNov 2018 to Mar 2019
- Morgan StanleyFeb 2013 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Sofi Wealth LLC
$2BAssets managed
254,020Clients
110Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4954480
- Firm CRD
- 167958