Alexander Meldrum (CRD# 7153265) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 4 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 | Apr 2021 - Current | 3 |
| Sofi Wealth, LLC | San Francisco, CA | Apr 2021 - Current | 3 |
| Wells Fargo Clearing Services LLC | Salt Lake City, UT | Nov 2019 - Apr 2021 | 1 |
| Rhi General Group | San Ramon, CA | Nov 2019 - Mar 2020 | < 1 |
| Unemployed | Salt Lake City, UT | Oct 2019 - Nov 2019 | < 1 |
| Mass Mutual/capstone Partners | Holiday, UT | Jul 2019 - Oct 2019 | < 1 |
| Unemployed | Salt Lake City, UT | May 2019 - Jul 2019 | < 1 |
| Westminster College | Salt Lake City, UT | Aug 2015 - Jun 2019 | 3 |
| Plh Advanced Engineering | Holiday, UT | Jan 2019 - May 2019 | < 1 |
| Lyft | Salt Lake City, UT | Oct 2018 - Nov 2018 | < 1 |
| Westminster College | Salt Lake City, UT | Jun 2017 - Aug 2017 | < 1 |
| Aldous And Associates | Holiday, UT | May 2017 - Jul 2017 | < 1 |
| Westminster College | Salt Lake City, UT | Jun 2016 - Aug 2016 | < 1 |
| Captioncall | Salt Lake City, UT | Mar 2016 - Jun 2016 | < 1 |
| Westminster College | Salt Lake City, UT | Jun 2015 - Aug 2015 | < 1 |
| Unemployed | Salt Lake City, UT | Dec 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- UT
-
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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