Sophia HaneyCRD Number: 6887787
Current Firm: Oppenheimer & Company Inc.
Sophia Haney (CRD# 6887787) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Washington, DC and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|Oppenheimer & Company Inc.||Washington, DC||Dec 2017 - Current||2|
|Unemployed||Washington, DC||Nov 2017 - Dec 2017||< 1|
|Nes Creative||New York, NY||May 2016 - Nov 2017||1|
|Unemployed||New York, NY||Apr 2016 - May 2016||< 1|
|Merchandise Mart||New York, NY||Feb 2016 - Apr 2016||< 1|
|Bethesda Fine Art Gallery||Bethesda, MD||Oct 2014 - Feb 2016||1|
|Artstaffing||New York, NY||Dec 2015 - Dec 2015||< 1|
|Dc Cruises||Washington, DC||Apr 2015 - Nov 2015||< 1|
|Maggie O'neill Fine Art||Washington, DC||May 2015 - Jun 2015||< 1|
|University Of British Columbia||Vancouver,||Sep 2010 - May 2015||4|
|National Geographic||Washington, DC||Jan 2015 - Mar 2015||< 1|
|Oppenheimer & Company Inc.||Washington, DC||Aug 2014 - Dec 2014||< 1|
|Ams Art Gallery||Vancouver,||Sep 2013 - Dec 2013||< 1|
|Ubc Conferences & Accommodations||Vancouver,||Apr 2013 - Aug 2013||< 1|
|Ahva Gallery||Vancouver,||Sep 2012 - Apr 2013||< 1|
|Kababji Grill||Washington, DC||May 2012 - Aug 2012||< 1|
|Good Stuff Eatery||Washington, DC||Apr 2012 - Aug 2012||< 1|
|Kababji Grill||Washington, DC||May 2011 - Aug 2011||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management18,944MILLIONS
Total Number of Accounts24,783ACCOUNTS
Average Account Value$764,407
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.