Alexander Joseph
Investment adviser representative at Sofi Wealth LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Sofi Wealth LLCOct 2025 to now
- Sofi Securities LLCOct 2025 to now
- UnemployedFeb 2025 to Oct 2025
- Odeon Capital GroupApr 2022 to Feb 2025
- Ameriprise Financial Services, LLCDec 2020 to Feb 2022
- Morgan Stanley Private Bank, N.A.May 2019 to Dec 2020
- Morgan StanleyApr 2019 to Dec 2020
- Bank of America, N.A.Jan 2018 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Apr 2019
- UnemployedSep 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6820002
- Firm CRD
- 167958