Charles R Hall
Investment adviser representative at Sofi Wealth LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
Are you Charles R Hall? Claim your profile
Contact this firm
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 LLCMar 2021 to now
- Sofi Securities LLCMar 2021 to now
- Wells Fargo Bank, NASep 2019 to Mar 2021
- N/aMay 2019 to Aug 2019
- Bank of America, N.A.May 2015 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6193348
- Firm CRD
- 167958