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Eugene Morris

Sofi Wealth LLC
15 Years of Experience
Jacksonville, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Eugene Morris is a registered investment advisor at Sofi Wealth LLC, based in Jacksonville, FL, with 15 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 254,020 clients with $2B in assets under management.

Sofi Wealth LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
108 advisors
Number of Clients
254,020 clients
Average Client Portfolio
$8K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Fee is charged at a flat annual rate of 0.25% on invested balances and is non-negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5335 Gate Pkwy, Suite 101, Jacksonville, FL, 32256

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2026
Final
Financial
December 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sofi Wealth LLC
April 2024 - Present · 2 yrs 6 mos
Sofi Securities LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
PNC Investments
November 2023 - January 2024 · 2 mos
PNC InvestmentsBroker
November 2023 - January 2024 · 2 mos
Davis Capital Management
January 2022 - August 2023 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - December 2021 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - December 2021 · 3 yrs 7 mos
Bdo Wealth Advisors, LLC
April 2017 - May 2018 · 1 yr 1 mo
Lba Wealth Management, LLC
December 2016 - May 2017 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2010 - May 2016 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2010 - May 2016 · 5 yrs 11 mos
State Registrations1 state
FL
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.
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