David Shawn Newsome
Investment adviser representative at Sofi Wealth LLC
11 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
11 years in the industry.
- Sofi Wealth LLCAug 2020 to now
- Sofi Securities LLCAug 2020 to now
- Not EmployedDec 2019 to Aug 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2019
- Fidelity Brokerage Services LLCAug 2015 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2015
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
- 5143560
- Firm CRD
- 167958