Brian Michael Walsh
Investment adviser representative at Sofi Wealth LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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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 Securities LLCJun 2019 to now
- Sofi Wealth LLCAug 2018 to now
- Social Finance IncJul 2018 to now
- TIAAJan 2015 to Jun 2018
- TIAA-CREF Individual & Institutional Services, LLCJan 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (DE, MI, TX).
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
- 5280049
- Firm CRD
- 167958