Mario Mollanji
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.
- Composer Securities LLCAug 2026 to now
- Sofi Wealth, LLCJul 2025 to now
- Sofi Securities, LLCJul 2025 to now
- Fidelity InvestmentsDec 2022 to Jul 2025
- UnemployedJan 2022 to Nov 2022
- Tom Bush Bmw of JacksonvilleJun 2021 to Jan 2022
- UnemployedFeb 2021 to Jun 2021
- Merrill LynchAug 2020 to Feb 2021
- Tom Bush Bmw of JacksonvilleDec 2019 to Jul 2020
- Audi of JacksonvilleAug 2018 to Dec 2019
- Florida State College At JacksonvilleFeb 2017 to May 2020
- UnemployedJun 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
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
- 7283388
- Firm CRD
- 167958