SM
ChFC
SM
ChFC

Sofia Malachowsky

24 Years of Experience
Incline Village, NV
Broker

Sofia Malachowsky is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Incline Village, NV, with 24 years of industry experience. Sofia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Incline Village, NV

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 3 mos
Cetera Advisors LLC
February 2026 - Present · 3 mos
Cetera Advisors LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
Sammons Financial Network, LLCBroker
November 2024 - December 2025 · 1 yr 1 mo
Lincoln Financial Distributors, INC.Broker
January 2023 - November 2024 · 1 yr 10 mos
Kestra Investment Services, LLCBroker
August 2021 - January 2023 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
April 2018 - April 2019 · 1 yr
P.J. Robb Variable CorporationBroker
August 2012 - January 2018 · 5 yrs 5 mos
John Hancock Distributors LLCBroker
January 2005 - September 2010 · 5 yrs 8 mos
Signator Investors, INC.Broker
February 2003 - January 2005 · 1 yr 11 mos
Tower Square Securities, INC.Broker
October 1999 - July 2002 · 2 yrs 9 mos
Chase Investment Services CORP.Broker
September 1996 - February 1998 · 1 yr 5 mos
Mds Securities IncorporatedBroker
August 1994 - December 1995 · 1 yr 4 mos
Metlife Securities INC.Broker
January 1993 - December 1993 · 11 mos
Metropolitan Life Insurance CompanyBroker
January 1993 - December 1993 · 11 mos
State Registrations2 states
CANV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sofia Malachowsky - Financial Advisor | TrueAdvisor