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Steven D Klatt-donohoe

Sofi Wealth LLC

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About Steven D Klatt-donohoe

Steven Klatt-donohoe is a financial professional with experience in the industry. Steven has passed the Series 63, Series 66, Series 7TO and SIE exams and is registered to conduct business in the state of Florida. Steven is currently affiliated with SoFi Wealth LLC where Steven specializes in portfolio management for individuals and provides financial planning services. Steven has been with SoFi Wealth LLC since 2021. Before working at SoFi Wealth LLC, Steven worked for Fidelity Brokerage Services LLC in Merrimack, NH from 2019 to 2021.

Firm Information

Steven Klatt-donohoe 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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Steven Klatt-donohoe’s Registration & Firm History

FL

12/13/2022 - Present

Sofi Wealth LLC (Jacksonville FL)

NH

05/07/2019 - 03/02/2021

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 02/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven D Klatt-donohoe.
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