Spencer Larsen
Investment adviser representative at Sofi Wealth LLC
12 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
Are you Spencer Larsen? 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
12 years in the industry.
- Composer Securities LLCAug 2026 to now
- Sofi Wealth LLCOct 2025 to now
- Sofi Securities LLCOct 2025 to now
- UnemployedMar 2025 to Oct 2025
- Fidelity InvestmentsMay 2020 to Mar 2025
- UnemployedFeb 2020 to May 2020
- Goldman SachsNov 2019 to Feb 2020
- UnemployedSep 2019 to Nov 2019
- Edward JonesDec 2018 to Sep 2019
- WayfairMay 2018 to Dec 2018
- UvuJul 2017 to May 2018
- Vivint SmarthomeJan 2017 to Jul 2017
- Strider SecurityOct 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7047837
- Firm CRD
- 167958