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Ryan Kent Tuttle

Sofi Wealth LLC

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About Ryan Kent Tuttle

Ryan Tuttle is a financial professional with over 10 years of experience in the industry. Ryan is currently registered with Sofi Wealth LLC in both Texas and Utah. Ryan has held prior roles at TD Ameritrade, Inc. and E*TRADE Securities LLC in the past. Ryan's background includes extensive experience in the securities industry, including work with high-net-worth individuals. Ryan is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Ryan Tuttle 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 Tuttle’s Registration & Firm History

UT

06/22/2017 - Present

Sofi Wealth LLC (Cottonwood Heights UT)

UT

01/07/2015 - 06/21/2017

TD AMERITRADE, INC. (DRAPER UT)

UT

10/25/2013 - 01/02/2015

E*TRADE SECURITIES LLC (SANDY UT)

UT

07/11/2011 - 10/11/2013

MORGAN STANLEY (SOUTH JORDAN UT)

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Licenses & Designations

BOTH

Issued 01/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Kent Tuttle.
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