Ray Valerio
Investment adviser representative at Sofi Wealth LLC
12 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
12 years in the industry.
- Sofi Wealth, LLCApr 2025 to now
- Sofi Securities, LLCApr 2025 to now
- UnemployedOct 2024 to Apr 2025
- LPL FinancialAug 2024 to Oct 2024
- Newedge AdvisorsAug 2024 to Oct 2024
- Hightower AdvisorsMar 2024 to Aug 2024
- Fidelity Brokerage Services LLCFeb 2019 to Mar 2024
- Morgan Stanley Smith Barney LLCJan 2018 to Nov 2018
- UnemployedJul 2017 to Jan 2018
- Fidelity Brokerage Services LLCJul 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2025
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
- 6291556
- Firm CRD
- 167958