Unclaimed Profile

Candice Lee Gilman

SOFI WEALTH LLC·SAN FRANCISCO, California

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66, Series 99TOClean record17 years registeredSOFI WEALTH LLC

234 1ST STREET, SAN FRANCISCO, CA 94105CRD# 5226511Firm CRD# 167958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Candice Lee Gilman · SAN FRANCISCO, CA

Registration

CRD #5226511 · SOFI WEALTH LLC · 17 years registered

Brand Profile

Not yet started

Career History

SOFI WEALTH LLC

Mar 2022 – present

COASTAL INVESTMENT ADVISORS

Sep 2018 – Mar 2022

WILMINGTON, DE

CAPITAL ONE ADVISORS, LLC

Sep 2017 – Apr 2018

Wilmington, DE

WELLS FARGO ADVISORS, LLC

Nov 2010 – Dec 2015

HAMPTON, VA

MICG INVESTMENT MANAGEMENT

Oct 2008 – May 2010

NEWPORT NEWS, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Series 99TO

Registration record

First registered · October 9, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOFI WEALTH LLC

CRD 167958 · SEC 801-78185

AUM

$1.4B

Regulatory assets under management

Employees

247,476 client accounts

Services offered by SOFI WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SOFI WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Candice Lee Gilman offer?

Candice Lee Gilman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Candice Lee Gilman's credentials?

Candice Lee Gilman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Candice Lee Gilman located?

Candice Lee Gilman is based in SAN FRANCISCO, California, working with SOFI WEALTH LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Candice Lee Gilman charge for services?

Candice Lee Gilman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOFI WEALTH LLC?

SOFI WEALTH LLC has approximately 70 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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