linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Marcus Minsky

Sofi Wealth LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Marcus? Claim Your Profile

About Marcus Minsky

Marcus Minsky is a financial professional with over 10 years of experience in the financial services industry. Marcus is a Certified Financial Planner and a Chartered Financial Consultant and holds Series 66, 7, and SIE licenses. He is currently registered with Sofi Wealth LLC. His previous employers include Capital One Investing, LLC, Northwestern Mutual Investment Services, LLC, PNC Investments, and ING Financial Partners, Inc. Marcus is a registered investment advisor representative in Pennsylvania and Texas and offers financial planning, portfolio management, and educational seminars to individuals and families.

Firm Information

Marcus Minsky 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Marcus Minsky’s Registration & Firm History

PA

01/08/2020 - Present

Sofi Wealth LLC (Aston PA)

VA

11/06/2015 - 03/06/2018

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

PA

02/04/2015 - 07/08/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)

PA

08/01/2013 - 12/15/2014

PNC INVESTMENTS (PHILADELPHIA PA)

PA

11/15/2012 - 07/16/2013

ING FINANCIAL PARTNERS, INC. (PHILADELPHIA PA)

Not sure if Marcus Minsky is right for you?

Licenses & Designations

BOTH

Issued 10/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcus Minsky.
Not sure if Marcus Minsky is right for you?