Sophia T. Taslitsky
Professional summary
Sophia Trakhtman Taslitsky, who also goes by Sophia Trakhtman, is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Columbia, Maryland.
Sophia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sophia has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sophia Trakhtman Taslitsky's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2024 - Present
COMPOSITION WEALTH, LLC
Office #1: 6990 Columbia Gateway Drive Suite 150, Columbia, MD 21046February 13, 2024 - October 3, 2024
KESTRA ADVISORY SERVICES, LLC
January 8, 2024 - October 3, 2024
KESTRA INVESTMENT SERVICES, LLC
April 28, 2023 - January 11, 2024
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
Primary Firm SEC Registration
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/10/2024)
Exams
Series 6TO
Date: 4/28/2023
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
Red Flags
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