Gentian Plaku
Advisor at SoFi Wealth LLC
Updated today
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
Claymont, DE 19703
Credentials
Series 63, Series 66
Industry experience
11 years
About
Gentian Plaku is a financial advisor at SoFi Wealth LLC in Claymont, DE, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at SoFi Securities LLC, PNC Investments, Citizens Bank, and Wells Fargo. SoFi Wealth provides automated investment management and digital advice primarily to individual investors through online and mobile platforms, utilizing proprietary software and model portfolios consisting mainly of mutual funds and ETFs. The firm serves a large retail client base and integrates third-party research and technology to manage portfolios on a discretionary basis.
Client services
Based on SoFi Wealth LLC
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on SoFi Wealth LLC
College savings (529s, UTMA, etc.)
ESG / Sustainable investing
Private / alternative investments
Fee options
0.25% annually (wrap fee)
Location
650 Naamans Rd, Ste 300
Claymont, DE 19703
Most active in
Gentian P has reported serving >5 clients in these states in the last 12 months.
Delaware
Work history
SoFi Securities LLC
2020 - Present (6 years)
SoFi Wealth LLC
2020 - Present (6 years)
PNC investments
2019 - 2020 (1 year)
Citizens bank
2018 - 2019 (1 year)
Citizens Securities INC
2018 - 2019 (1 year)
Wells Fargo Clearing
2016 - 2018 (2 years)
Wells Fargo Bank, nA
2014 - 2018 (4 years)
Wells Fargo Advisors, LLc
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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