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Robert Marshall Hill

Sofi Wealth LLC

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About Robert Marshall Hill

Robert Hill is a financial professional with over 10 years of experience in the financial services industry. Robert has a strong background in providing financial planning, portfolio management, and educational seminars. Robert is currently a registered representative with Sofi Wealth, LLC. Previously, Robert was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated for 9 years. Robert holds FINRA Series 4, 7, 9, 10, 24, 27, 66 and SIE licenses. Robert is also a Certified Financial Planner. Robert is a member of the Tom Coughlin Jay Fund Committee.

Firm Information

Robert Hill 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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Robert Hill’s Registration & Firm History

CA

04/20/2021 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

FL

07/30/2012 - 04/12/2021

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

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Licenses & Designations

BOTH

Issued 08/29/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 06/11/2021

Series 4 - Registered Options Principal Examination

BC

Issued 05/05/2014

Series 24 - General Securities Principal Examination

BC

Issued 11/06/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/10/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Marshall Hill.
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