Mckay Downs
Investment adviser representative at Sofi Wealth LLC
11 yearsExperience
1 stateRegistered in
$2BFirm assets
13 yearsFirm in business
Are you Mckay Downs? 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
11 years in the industry.
- Sofi Wealth LLCMar 2026 to now
- Sofi Securities LLCJan 2026 to now
- Casa Golden LLCApr 2025 to now
- Sofi TechnologiesSep 2024 to now
- Chick Fil AOct 2017 to Jul 2024
- Wireless AdvocatesJun 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7974528
- Firm CRD
- 167958