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Eduardo Alfaro

Sofi Wealth LLC

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About Eduardo Alfaro

Eduardo Alfaro is a financial professional with over seven years of experience in the financial services industry. Eduardo has a strong background in securities and investment advisory services, having previously held positions with Fidelity Brokerage Services LLC and LPL Financial LLC. Eduardo is currently a Registered Representative and Investment Advisor Representative with SoFi Wealth LLC. Eduardo holds Series 7, 63, and 66 licenses and the Securities Industry Essentials (SIE) exam. Eduardo is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Eduardo Alfaro 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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Eduardo Alfaro’s Registration & Firm History

CA

04/28/2022 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

UT

02/25/2020 - 11/09/2021

LPL FINANCIAL LLC (SALT LAKE CITY UT)

UT

07/13/2015 - 10/09/2018

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/14/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eduardo Alfaro.
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