AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BP

Bailey Pope

SOFI WEALTH
Cottonwood Heights, UT
·CRD# 7769333·3 years experience

Professional Summary

Bailey Pope, who also goes by Bailey Ryan Pope, is a registered financial advisor currently at SOFI WEALTH LLC located in Cottonwood Heights, Utah and SOFI SECURITIES LLC located in Cottonwood Heights, Utah. Bailey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Bailey has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bailey Ryan Pope

Blog Corner

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
View profile
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

SOFI WEALTH LLC·CRD# 167958
RIA
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
September 30, 2025 - Present
SOFI SECURITIES LLC·CRD# 151717
BD
2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
October 7, 2025 - Present
B.O.S.S. RETIREMENT ADVISORS, LLC·CRD# 171143
RIA
Lehi, UT
March 20, 2024 - September 16, 2025
PARK AVENUE SECURITIES LLC·CRD# 46173
RIA
Murray, UT
January 8, 2024 - March 15, 2024
PARK AVENUE SECURITIES LLC·CRD# 46173
BD
Murray, UT
October 31, 2023 - March 15, 2024

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Current Firm

SW
SOFI WEALTH LLC

SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185
RIA
Registered Investment Advisory firm - SEC (6/14/2013 Approved)

Contact Information

Main Address

234 1st Street, San Francisco, CA 94105

Phone Number

(855) 525-7634

# of Employees

114

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SOFI WEALTH ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

290,887

AUM (Assets Under Management)

$2,047,338,985

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Part time Veterinary Technician for VCA Willow Creek Pet Center, located in Cottonwood Heights, UT, a position held since 2023. Approx Hours per month: 16, during trading hours: No

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SOFI WEALTH LLC

SOFI ADVISORS LLC | SOFI WEALTH LLC

CRD#: 167958 / SEC#: 801-78185
RIA
Registered Investment Advisory firm - SEC (6/14/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Utah
(9/30/2025)
RR
Utah
(10/7/2025)

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.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2023About the SIE exam
FINRA
SRO Registrations

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Bailey Pope's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

RR
Reuben Mccoy Rowley

EAGLE STRATEGIES LLC

AMERICAN FORK, UT · CRD#
Neal Jones Hansen
Neal Jones Hansen

NET WORTH ADVISORY GROUP, LLC

SANDY, UT · CRD#
JL
Justin Carlos Lizama

SIMPLE FINANCIAL, LLC

WEST JORDAN, UT · CRD#
BP
Follow Bailey
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required