Larry Novofastovsky
Investment adviser representative at Sofi Wealth LLC
17 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
Are you Larry Novofastovsky? Claim your profile
Contact this firm
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
17 years in the industry.
- Sofi Securities LLCDec 2025 to now
- Sofi Wealth LLCDec 2025 to now
- Measured Risk PortfoliosAug 2025 to Dec 2025
- Goldman SachsJul 2022 to Jul 2025
- KeybankMay 2021 to Aug 2021
- Work and SchoolJun 2020 to May 2021
- UniversityAug 2019 to Aug 2023
- Home DepotFeb 2019 to Mar 2020
- Arg Survey ServicesOct 2018 to Dec 2019
- Paul's DaughterOct 2017 to Oct 2018
- SchoolSep 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7607687
- Firm CRD
- 167958