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Tobin Mcdaniel

SOFI CAPITAL ADVISORS LLC·SAN FRANCISCO, California
SIE, Series 7, Series 24, Series 66, Series 99TOClean record11 years registeredSOFI CAPITAL ADVISORS LLC
234 1ST STREET, SAN FRANCISCO, CA 94105CRD# 5948711Firm CRD# 165784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tobin Mcdaniel · SAN FRANCISCO, CA
Registration
CRD #5948711 · SOFI CAPITAL ADVISORS LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: SOFI CAPITAL ADVISORS LLC
SOFI WEALTH LLC
Sep 2021 – Aug 2024
SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC.
Jan 2018 – Sep 2021
San Francisco, CA
SCHWAB WEALTH INVESTMENT ADVISORY, INC.
Mar 2015 – Mar 2018
SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC.
Mar 2015 – Mar 2015
San Francisco, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 99TO
Registration record
First registered · March 17, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOFI CAPITAL ADVISORS LLC
CRD 165784 · SEC 801-111634
AUM
—
Regulatory assets under management
Employees
3
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 →
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05

Frequently Asked Questions

What services does Tobin Mcdaniel offer?
Tobin Mcdaniel specializes in Retirement Planning.
What are Tobin Mcdaniel's credentials?
Tobin Mcdaniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tobin Mcdaniel located?
Tobin Mcdaniel is based in SAN FRANCISCO, California, last registered with SOFI CAPITAL ADVISORS LLC.
How does Tobin Mcdaniel charge for services?
Tobin Mcdaniel'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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Other Advisors at SOFI CAPITAL ADVISORS LLC

Alan Richard Carlisle
SAN FRANCISCO, CA
Clayton Thomas Smudsky
SAN FRANCISCO, CA
Scott Chandler Williams
SAN FRANCISCO, CA
Christopher Paul Lalli
SAN FRANCISCO, CA

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