Ryan Richardson
Investment adviser representative at Sofi Wealth LLC
12 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
12 years in the industry.
- Sofi Wealth, LLCAug 2024 to now
- Sofi Securities, LLCAug 2024 to now
- Charles Schwab & Co., Inc.Jul 2022 to Aug 2024
- Northwestern Mutual Investment Services LLCMar 2022 to May 2022
- Northwestern Mutual Life Insurance CompanyFeb 2022 to May 2022
- Schomp MiniApr 2021 to Jan 2022
- UnemployedFeb 2021 to Apr 2021
- Dave Bass IndustriesAug 2019 to Feb 2021
- Tyson FoodsMay 2019 to May 2020
- Hayseed VenturesJan 2016 to Mar 2018
- University of ArkansasAug 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7497138
- Firm CRD
- 167958