Advisor at SoFi Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SoFi Wealth LLC
Location
Cottonwood Heights, UT 84121
Credentials
Series 66
Industry experience
6 years
Alexander Meldrum is a financial advisor with SoFi Wealth LLC, holding a Series 66 designation and six years of industry experience. Prior to joining SoFi Wealth in 2021, he worked at Wells Fargo Clearing Services LLC from 2019 to 2021. Meldrum’s background includes a variety of roles across financial services and other industries. SoFi Wealth provides automated investment management and digital advice primarily to individual investors through online and mobile platforms. The firm manages client assets using model portfolios of mutual funds and ETFs, combining proprietary software and discretionary rebalancing with input from an Investment Committee and third-party research.
Based on SoFi Wealth LLC
Based on SoFi Wealth LLC
0.25% annually (wrap fee)
2750 E Cottonwood Pkwy, Suite 300
Cottonwood Heights, UT 84121
Utah
SoFi Wealth, LLC
2021 - Present (5 years)
SoFi Securities, LLC
2021 - Present (5 years)
Wells Fargo Clearing Services LLc
2019 - 2021 (2 years)
RHI General Group
2019 - 2020 (1 year)
Unemployed
2019 - 2019 (1 year)
Mass Mutual/Capstone Partners
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
PLH Advanced Engineering
2019 - 2019 (1 year)
Lyft
2018 - 2018 (1 year)
Westminster College
2017 - 2017 (1 year)
Aldous and Associates
2017 - 2017 (1 year)
Westminster College
2016 - 2016 (1 year)
CaptionCall
2016 - 2016 (1 year)
Westminster College
2015 - 2019 (4 years)
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Is active or affiliated with:
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Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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