Lauren Anastasio
Investment adviser representative at Sofi Wealth LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Sofi Wealth LLCNov 2025 to now
- Sofi Securities LLCNov 2025 to now
- The Vanguard Group, IncFeb 2023 to Nov 2025
- Stash Capital LLCOct 2021 to Dec 2022
- Stash FinancialOct 2021 to Dec 2022
- Social Finance Inc.Jul 2017 to Oct 2021
- Sofi Lending Corp, LLCJul 2017 to Oct 2021
- UnemployedAug 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 5785967
- Firm CRD
- 167958