J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
14yrs
Marcus Minsky
Financial advisor at Sofi Wealth
Marcus Minsky has worked in the financial industry for 14 years and is a fiduciary financial advisor based in San Francisco, California. Marcus has been with Sofi Wealth since 2020; before that, Marcus spent two years at Capital One Advisors and less than a year at Northwestern Mutual Investment Services. Marcus’s designations include CFP® and ChFC.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?Top 23% by experience at Sofi Wealth
Office234 1st Street, San Francisco, CA 94105
FirmSofi Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$8,060
Advisors at the firm110
States licensed ?1 state
Services through Sofi Wealth
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowSofi Wealth LLCCurrent firm
- 2015 – 2018Capital One Advisors, LLCPreviously
- Feb 2015 – Jul 2015Northwestern Mutual Investment Services, LLCPreviously
- Aug 2013 – Dec 2014PNC Wealth Management LLCPreviously
- Dec 2012 – Jul 2013Voya Financial Advisors, Inc.Previously
Contact Marcus
(855) 525-7634Sofi Wealth main office 234 1st StreetSan Francisco, CA 94105Office · Get directions Facebook pageSofi Wealth
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Questions to ask Marcus
Tailored to Marcus’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Marcus
How do I contact Marcus?
Call Sofi Wealth at (855) 525-7634 and ask for Marcus Minsky. Marcus works from the San Francisco, CA office.
How long has Marcus been a financial advisor?
Marcus has been in the industry since 2012, about 14 years. Top 23% by experience at Sofi Wealth.
What licenses does Marcus hold?
Series 66. Tap any license on this page to see what it allows.
Is Marcus a fiduciary?
Marcus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Marcus paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Marcus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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