Marcus Minsky
CFP®, ChFC®Professional Summary
Marcus Minsky, CFP®, ChFC®, who also goes by Marcus Elijah Minsky, is a registered financial advisor currently at SOFI WEALTH LLC located in Aston, Pennsylvania and SOFI SECURITIES LLC located in San Francisco, California. Marcus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Marcus has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marcus Elijah Minsky
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
SOFI ADVISORS LLC | SOFI WEALTH LLC
Contact Information
Main Address
234 1st Street, San Francisco, CA 94105Phone Number
(855) 525-7634# of Employees
114SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
290,887AUM (Assets Under Management)
$2,047,338,985Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
SOFI ADVISORS LLC | SOFI WEALTH LLC
State Registrations and Notice Filings
(1/8/2020)
(11/28/2022)
(1/8/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Marcus Minsky's CRS (Customer Relationship Summary).
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