Kenzie Major
Investment adviser representative at Sofi Wealth LLC
10 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
10 years in the industry.
- Sofi Wealth, LLCJan 2022 to now
- Sofi Securities, LLCJan 2022 to now
- Bank of America N.A.Nov 2020 to Jan 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to Jan 2022
- Universal Partners FxSep 2020 to Sep 2020
- UnemployedMar 2020 to Sep 2020
- RationalfxNov 2019 to Mar 2020
- TD AmeritradeJun 2017 to Sep 2019
- Cayman CabanaOct 2016 to Jun 2017
- Cp2 Acquisitions CoAug 2016 to Nov 2016
Exams passed
- 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
- 6821833
- Firm CRD
- 167958