Elizabeth Young (CRD# 5995803) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Sofi Securities, LLC | San Francisco, CA | Mar 2021 - Current | 3 |
Sofi Wealth, LLC | San Francisco, CA | Mar 2021 - Current | 3 |
Mbsc Scurities Corporation | New York, NY | May 2015 - Mar 2021 | 5 |
Bny Mellon | New York, NY | May 2015 - Mar 2021 | 5 |
Robert W. Baird & Company | Milwaukee, WI | Oct 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- 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
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