Matthew Eddington
Investment adviser representative at Sofi Wealth LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
Are you Matthew Eddington? 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
10 years in the industry.
- Sofi Wealth, LLCFeb 2025 to now
- Sofi Securities, LLCFeb 2025 to now
- Fidelity InvestmentsSep 2023 to Nov 2024
- Morgan StanleyJan 2023 to Sep 2023
- E*trade Capital Management LLCApr 2022 to Jan 2023
- E*trade Securities LLCApr 2022 to Jan 2023
- Edward JonesSep 2019 to Apr 2022
- Wells FargoJun 2017 to Sep 2019
- Utah State UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7174244
- Firm CRD
- 167958