Sofia Hegazy
Professional Summary
Sofia Hegazy, who also goes by Sofia Hegazy-effah, is a registered financial advisor currently at GREENOAK SECURITIES LLC located in Wellesley Hills, Massachusetts. Sofia is registered as a RR (Registered Representative) and started their career in finance in 2026. Sofia has worked at 1 firm and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sofia Hegazy-Effah
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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 on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
Current
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Current Firm
BKUS CAPITAL LLC | SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | REALFUND CAPITAL LLC | GREENOAK SECURITIES LLC | EDGEMOOR PARTNERS LLC
Contact Information
Main Address
96 Worcester Street, Wellesley Hills, MA 02481Mailing Address
96 Worcester Street, Wellesley Hills, MA 02481Phone Number
(774) 217-3429Established
Delaware since 10/11/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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) - BD
Click below to view Sofia Hegazy's CRS (Customer Relationship Summary).
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