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Sophia Trakhtman

Miracle Mile Advisors, LLC

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About Sophia Trakhtman

Sophia Trakhtman is a registered investment advisor representative associated with Miracle Mile Advisors, LLC. Sophia is also registered in Florida, Maryland, and Virginia, and holds Series 63, 65, 6TO, and SIE licenses. Sophia has been in the financial industry since 2023. Sophia previously worked at Mutual of Omaha Investor Services, Inc. Sophia is a registered investment advisor representative and specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

Firm Information

Sophia Trakhtman is currently registered with Miracle Mile Advisors, LLC. Miracle Mile Advisors, LLC is a registered investment advisor headquartered in Los Angeles, CA. The firm provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, corporations, charitable organizations, and insurance companies. With over 40 advisors and $4.89 billion in regulatory assets under management, Miracle Mile Advisors is committed to providing customized and comprehensive wealth management solutions.
Miracle Mile Advisors, LLC

11300 WEST OLYMPIC BLVD

LOS ANGELES, CA 90064

$4.90B

Assets Under Management

98

Total Clients

43

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Sophia Trakhtman’s Registration & Firm History

CA

10/10/2024 - Present

Miracle Mile Advisors, LLC (LOS ANGELES CA)

MD

04/28/2023 - 01/11/2024

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (HUNT VALLEY MD)

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Licenses & Designations

BC

Issued 06/21/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/12/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sophia Trakhtman.
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