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Kenzie Major

Sofi Wealth LLC

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About Kenzie Major

Kenzie Major is a registered representative with Sofi Wealth LLC, an investment firm based in San Francisco, CA. Kenzie has a strong background in financial services, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TD Ameritrade, Inc. prior to joining Sofi. Kenzie holds the Series 66, Series 7 and Series 24 licenses, demonstrating her commitment to providing comprehensive financial advice to clients. Kenzie's specialties include retirement planning, mutual funds, and variable annuities. Kenzie is dedicated to helping clients achieve their financial goals.

Firm Information

Kenzie Major 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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Kenzie Major’s Registration & Firm History

CA

02/03/2022 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

FL

11/09/2020 - 01/18/2022

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

NY

08/09/2017 - 07/29/2019

TD AMERITRADE, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenzie Major.
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