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Ryan B Smith

Sofi Wealth LLC

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About Ryan B Smith

Ryan B Smith is a financial advisor with Sofi Wealth LLC. Ryan has over 10 years of experience in the financial services industry and holds licenses in Delaware, New Jersey, and California. Ryan specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Ryan Smith 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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Ryan Smith’s Registration & Firm History

CA

07/15/2020 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

PA

12/03/2019 - 06/26/2020

PNC INVESTMENTS (PHILADELPHIA PA)

DE

12/22/2009 - 02/12/2019

CAPITAL ONE INVESTING, LLC (Wilmington DE)

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Licenses & Designations

IA

Issued 03/28/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2022

Series 4 - Registered Options Principal Examination

BC

Issued 03/08/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/26/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan B Smith.
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