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
Tallahassee, FL
Credentials
Series 63, Series 65
Industry experience
39 years
Michael Alexandre is a financial advisor with SoFi Wealth LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at TD Ameritrade, Scottrade, and Hendrick Automotive Group before joining SoFi Wealth in 2021. 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, employing proprietary software and an Investment Committee that incorporates third-party research and tools like BlackRock’s Aladdin platform.
Based on SoFi Wealth LLC
Based on SoFi Wealth LLC
0.25% annually (wrap fee)
Tallahassee, FL
Florida
SoFi Wealth LLC
2021 - Present (5 years)
SoFi Securities LLC
2021 - Present (5 years)
Hendrick Automotive Group
2020 - 2021 (1 year)
UnEMPLOYED
2019 - 2020 (1 year)
Td Ameritrade, Inc.
2018 - 2019 (1 year)
TD Ameritrade Investment Management, LLC
2018 - 2019 (1 year)
Scottrade, inc.
2017 - 2018 (1 year)
UnEMPLOYED
2016 - 2017 (1 year)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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Series 65
Tallahassee, FL
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