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Amanda Holder-williams

Sofi Wealth LLC

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About Amanda Holder-williams

Amanda Holder-williams is a Registered Representative and Investment Advisor Representative with Sofi Wealth LLC. Amanda has been in the financial services industry since 2007 and has experience in the financial services industry. Amanda holds Series 7, 63, and 66 licenses. Amanda's current registrations are with the state of Florida. Amanda's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Brokerage Services LLC. Amanda is a licensed representative in Florida and has experience working with a variety of clients, including individuals and high net worth individuals.

Firm Information

Amanda Holder-williams is currently registered with Sofi Wealth LLC. Sofi Wealth LLC is a San Francisco, California-based registered investment advisor with over $1.36 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management services to individuals, including high-net-worth individuals. Sofi Wealth LLC also offers a wrap fee program and publishes periodicals. The firm has 70 investment advisor representatives and 4 licensed agents.
Sofi Wealth LLC

234 1ST STREET

SAN FRANCISCO, CA 94105

$1.37B

Assets Under Management

6,000

Total Clients

65

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Holder-williams’s Registration & Firm History

FL

07/22/2022 - Present

Sofi Wealth LLC (Jacksonville FL)

FL

11/11/2013 - 03/22/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

03/23/2007 - 08/13/2012

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 12/06/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Holder-williams.
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