Alexander Meldrum
Investment Adviser Representative at SOFI Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Meldrum is an investment adviser representative with SOFI Wealth LLC in Holladay, UT, where they have been registered since 2021. They have worked in the securities industry since 2020 and were previously registered with Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RHI General GroupNov 2019 – Mar 2020San Ramon, CA
- Wells Fargo Clearing Services LLCNov 2019 – Apr 2021Salt Lake City, UT
- Westminster CollegeAug 2015 – Jun 2019Salt Lake City, UT
- Aldous and AssociatesMay 2017 – Jul 2017Holiday, UT
- Westminster CollegeJun 2017 – Aug 2017Salt Lake City, UT
- LyftOct 2018 – Nov 2018Salt Lake City, UT
- PLH Advanced EngineeringJan 2019 – May 2019Holiday, UT
- UnemployedMay 2019 – Jul 2019Salt Lake City, UT
- Mass Mutual/Capstone PartnersJul 2019 – Oct 2019Holiday, UT
- UnemployedOct 2019 – Nov 2019Salt Lake City, UT
- SoFi Securities, LLCApr 2021 – no end date reportedSan Francisco, CA
- SoFi Wealth, LLCApr 2021 – no end date reportedSan Francisco, CA
- Composer Securities LLCAug 2026 – no end date reportedCottonwood Heights, UT
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SOFI Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 111
- Offices listed on AdvisorFinder:
- 5
- Main office:
- San Francisco, CA
- SEC file number:
- 801-78185
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 31, 2026
View full firm profileOther advisors at SOFI Wealth LLC
Showing 12 of 111 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Meldrum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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