Raymond James & Associates
45yrs
Top advisor by experience in Cottonwood Heights
New
McKay Downs
Financial advisor at Sofi Wealth
McKay Downs is a fiduciary financial advisor in Cottonwood Heights, Utah, registered since Apr 2026. McKay has been with Sofi Wealth since 2026. Sofi Wealth offers financial planning, investment management, and educational workshops and is paid through a percentage of assets.
One of 132 advisors with offices in Cottonwood Heights, and one of 128 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowSofi Wealth LLCCurrent firm
Contact McKay
(855) 525-7634Firm headquarters in San Francisco, CA. Ask for McKay. 2750 E Cottonwood Parkway Suite 300Cottonwood Heights, UT 84121Office · Get directions Facebook pageSofi Wealth
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Questions to ask McKay
Tailored to McKay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 McKay
How do I contact McKay?
Call Sofi Wealth at (855) 525-7634 and ask for McKay Downs. McKay works from the Cottonwood Heights, UT office.
How long has McKay been a financial advisor?
McKay is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does McKay hold?
Series 66. Tap any license on this page to see what it allows.
Is McKay a fiduciary?
McKay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is McKay paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask McKay 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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