Melinda Cao (CRD# 6719534) is an Investment Advisor Representative working at Sofi Wealth LLC in San Francisco, CA and has over 5 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 Franciso, CA | Apr 2020 - Current | 4 |
| Sofi Wealth LLC | San Francisco, CA | Apr 2020 - Current | 4 |
| Axa Equitable, LLC | Salt Lake City, UT | Sep 2019 - Apr 2020 | < 1 |
| Axa Advisors, LLC | New York, NY | Sep 2019 - Apr 2020 | < 1 |
| Charles Schwab Bank | Menlo Park, CA | Feb 2019 - Sep 2019 | < 1 |
| Charles Schwab & Company, Inc. | Menlo Park, CA | Oct 2016 - Sep 2019 | 2 |
| Unemployed | El Paso, TX | May 2016 - Oct 2016 | < 1 |
| University Of Texas At El Paso | El Paso, TX | Aug 2014 - May 2016 | 1 |
| City Of El Paso | El Paso, TX | May 2015 - Jul 2015 | < 1 |
| Beckman Institute For Advanced Science And Technology | Champaign, IL | Jan 2014 - May 2014 | < 1 |
| University Of Illinois At Urbana-champaign | Champaign, IL | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- TX
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Total Assets Under Management944MILLIONS
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Total Number of Accounts165,546ACCOUNTS
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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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