Sophia Atiana Digesualdo
Investment adviser representative at Enclave Advisors, LLC
14 yearsExperience
1 stateRegistered in
$1.1BFirm assets
14 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.
- Portfolio management
Experience
14 years in the industry.
- Enclave Advisors, LLCApr 2025 to now
- J.P. Morgan Securities LLCJul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2022 to now
- Core PublishingJun 2020 to May 2021
- The Hall AgencyMay 2020 to Aug 2021
- Goodwill Industries of DallasSep 2019 to Jan 2020
- Dallas MavericksAug 2019 to Dec 2019
- Southern Methodist UniversityAug 2017 to Jun 2022
- UnemployedJul 2012 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Enclave Advisors, LLC
$1.1BAssets managed
75Clients
3Advisers
14 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
- 7597797
- Firm CRD
- 165205