Unclaimed Profile

Christopher Paul Lalli

SOFI CAPITAL ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 9, Series 10, Series 63Clean recordSOFI CAPITAL ADVISORS LLC

ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129-1728CRD# 1762362Firm CRD# 165784

Profile Verification

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

Identity

Christopher Paul Lalli · SAN FRANCISCO, CA

Registration

CRD #1762362 · SOFI CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOFI CAPITAL ADVISORS LLC

CRD 165784 · SEC 801-111634

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SOFI CAPITAL ADVISORS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SOFI CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Paul Lalli offer?

Christopher Paul Lalli specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Christopher Paul Lalli's credentials?

Christopher Paul Lalli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Paul Lalli located?

Christopher Paul Lalli is based in SAN FRANCISCO, California, working with SOFI CAPITAL ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Christopher Paul Lalli charge for services?

Christopher Paul Lalli's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOFI CAPITAL ADVISORS LLC?

SOFI CAPITAL ADVISORS LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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