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Gregory Matthew Palmieri

Sofi Wealth LLC

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About Gregory Matthew Palmieri

Gregory Palmieri is a financial advisor with Sofi Wealth LLC. Gregory has been in the financial services industry since 2009. Gregory has held previous roles at USAA Financial Advisors, Inc., UBS Financial Services Inc., Morgan Stanley Smith Barney, Stifel, Nicolaus & Company, Incorporated, and UBS Financial Services Inc.. Gregory is a Certified Financial Planner and holds Series 7, Series 24, Series 31, and Series 66 licenses. Gregory is registered with the state of North Carolina and Texas.

Firm Information

Gregory Palmieri 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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Gregory Palmieri’s Registration & Firm History

CA

01/14/2020 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

VA

07/07/2014 - 08/07/2017

USAA FINANCIAL ADVISORS, INC. (Vienna VA)

PA

03/09/2011 - 05/16/2014

UBS FINANCIAL SERVICES INC. (SEWICKLEY PA)

MN

11/24/2009 - 05/25/2010

MORGAN STANLEY SMITH BARNEY (BLOOMINGTON MN)

PA

09/25/2009 - 11/11/2009

STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREENSBURG PA)

PA

07/23/2007 - 09/25/2009

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 08/01/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 07/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory Matthew Palmieri. Review regulatory record here.
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