Sofia Massie is a registered investment advisor at Lionshares LLC, based in Brooklyn, NY, with 2 years of industry experience. Sofia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $6M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$6.0M
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Location
1 Dock 72 Way, Floor 7, Brooklyn, NY, 11205
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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
Lionshares LLC
August 2026 - Present · 2 mos
Previous Registrations
Lionshares LLC
August 2025 - December 2025 · 4 mos
Jane Street Capital, LLCBroker
September 2022 - February 2025 · 2 yrs 5 mos
Jane Street Options, LLCBroker
September 2022 - February 2025 · 2 yrs 5 mos
State Registrations1 state
NY
Advisor
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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