Mario Ismailanji (CRD# 7463056) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 2 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 Wealth LLC | New York, NY | Apr 2022 - Current | 2 |
| Sofi Securities LLC | San Francisco, CA | Aug 2021 - Current | 2 |
| Ibisworld | New York, NY | Jun 2017 - Jul 2021 | 4 |
| New York City Transit | New York, NY | Feb 2017 - May 2017 | < 1 |
| Gap Inc. | New York, NY | Feb 2015 - Feb 2017 | 2 |
| Blackstone | New York, NY | Jul 2016 - Aug 2016 | < 1 |
| Uniqlo | New York, NY | Nov 2014 - Jan 2015 | < 1 |
| Not Employed | New York, NY | Aug 2014 - Nov 2014 | < 1 |
| Gennaro's Catering Hall | Brooklyn, NY | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- 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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