Brian Winslow
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.
About
Brian Winslow is a CFP® with eight years of industry experience, currently serving as a financial advisor at SoFi Wealth LLC in Austin, TX. His prior roles include positions at Morgan Stanley, J.P. Morgan Securities, Merrill, and Bank of America. Winslow’s background also includes a brief tenure in the Missouri House of Representatives. SoFi Wealth LLC provides automated investment management and digital advice primarily to individual investors through online and mobile platforms. The firm utilizes model portfolios with mutual funds and ETFs, supported by proprietary software and an Investment Committee that incorporates third-party research and BlackRock’s Aladdin platform.
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
Austin, TX
Most active in
Brian W has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
SoFi Securities, LLC
2025 - Present (1 year)
SoFi Wealth, LLC
2025 - Present (1 year)
Morgan Stanley
2024 - 2025 (1 year)
JP MORGAN CHASE BANK, N.A.
2021 - 2024 (3 years)
J.P. Morgan Securities
2021 - 2024 (3 years)
Unemployed
2021 - 2021 (1 year)
Bank Of America, N.a.
2019 - 2020 (1 year)
Merrill
2019 - 2020 (1 year)
Bank Of America, N.a.
2017 - 2019 (2 years)
Merrill
2017 - 2019 (2 years)
unemployed
2017 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Holiday Inn
2016 - 2016 (1 year)
University of Missouri Printing Services
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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