Katherine Bilodeau
Investment adviser representative at Sofi Wealth LLC
13 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
13 years in the industry.
- Sofi Wealth LLCOct 2025 to now
- Sofi Securities LLCOct 2025 to now
- Bank of America, N.A.Nov 2024 to Sep 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Sep 2025
- Emergency SystemsJan 2018 to Jul 2022
- Randstad/momentumOct 2017 to Nov 2017
- Industry WestJul 2017 to Sep 2017
- Emergency SystemsJun 2014 to Jul 2017
- Kay JewelersMay 2013 to Apr 2019
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
- 7600463
- Firm CRD
- 167958