Sofia Leon Massie
Investment adviser representative at Lionshares LLC
12 yearsExperience
1 stateRegistered in
$6MFirm assets
1 yearFirm 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.
- Portfolio management
Experience
12 years in the industry.
- Lionshares LLCMar 2025 to now
- Jane Street Options, LLCAug 2022 to Mar 2025
- Jane Street Capital, LLCMay 2022 to Mar 2025
- Jane Street Capital, LLCJun 2021 to Aug 2021
- Indigo TechnologiesJun 2019 to Aug 2019
- Massachusetts Institute of TechnologyAug 2018 to May 2022
- American Heritage SchoolsSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Lionshares LLC
$6MAssets managed
1Clients
1Advisers
1 yearIn 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
- 7392002
- Firm CRD
- 335459