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Ryan Richardson

Sofi Wealth LLC

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About Ryan Richardson

Ryan Richardson is a financial advisor at SoFi Wealth LLC in Jacksonville, FL. Ryan has been in the financial industry since 2022 and holds both Series 7 and Series 66 licenses, as well as Series 9 and 10 licenses for supervision. Ryan has a strong track record of providing financial advice to individuals and high-net-worth clients. Ryan is committed to providing clients with personalized financial planning and investment advice to help them achieve their financial goals. Ryan provides advisory services that include portfolio management, financial planning, educational seminars, and publication of periodicals.

Firm Information

Ryan Richardson 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 Richardson’s Registration & Firm History

CA

08/29/2024 - Present

Sofi Wealth LLC (SAN FRANCISCO CA)

CO

12/01/2022 - 08/16/2024

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

CO

04/26/2022 - 05/24/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GREENWOOD VLG CO)

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Licenses & Designations

BOTH

Issued 02/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/01/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Richardson.
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