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Brandon Drew Petersen

Sofi Wealth LLC

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About Brandon Drew Petersen

Brandon Drew Petersen is a financial advisor with SoFi Wealth LLC. Brandon has been in the financial industry since 2016 and has experience with various financial products and services. Brandon is registered with the state of Florida as a Registered Representative and Investment Advisor Representative. Brandon is also a Series 7 and Series 66 licensed holder. Brandon is also a member of the United States Army Reserves. Brandon is dedicated to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Brandon Petersen 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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Brandon Petersen’s Registration & Firm History

FL

06/21/2022 - Present

Sofi Wealth LLC (Jacksonville FL)

FL

06/09/2016 - 04/26/2022

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

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Licenses & Designations

BOTH

Issued 10/03/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brandon Drew Petersen. Review regulatory record here.
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