Unclaimed Profile

Ryan Burke

SOFI WEALTH LLC·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 79TO, Series 99TOClean recordSOFI WEALTH LLC

234 1ST STREET, SAN FRANCISCO, CA 94105CRD# 5016797Firm CRD# 167958

Profile Verification

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

Identity

Ryan Burke · SAN FRANCISCO, CA

Registration

CRD #5016797 · SOFI WEALTH LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 79TO

Series 99TO

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 Ryan Burke offer?

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

What are Ryan Burke's credentials?

Ryan Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Burke located?

Ryan Burke 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 Ryan Burke charge for services?

Ryan Burke'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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