Christopher Patzelt-Russo (CRD# 5994032) is an Investment Advisor Representative working at Sofi Wealth LLC in New York, NY and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sofi Securities, LLC | New York, NY | Sep 2021 - Current | 2 |
Sofi Wealth, LLC | New York, NY | Sep 2021 - Current | 2 |
Equitable | New York, NY | Dec 2016 - Sep 2021 | 4 |
Equitable Advisors, LLC | New York, NY | Dec 2016 - Sep 2021 | 4 |
Axa Equitable | New York, NY | Dec 2016 - Jun 2020 | 3 |
Axa Advisors, LLC | New York, NY | Dec 2016 - Jun 2020 | 3 |
Kapitall Generation | New York, NY | Jan 2016 - Dec 2016 | < 1 |
Hrc Investment Services, Inc. | Glen Head, NY | Aug 2010 - Dec 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- NY
-
Total Assets Under Management944MILLIONS
-
Total Number of Accounts165,546ACCOUNTS
-
Average Account Value$5,699
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.