Sofia Leon Massie
Investment Adviser Representative at Lionshares LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Sofia Leon Massie is an investment adviser representative with Lionshares LLC in Brooklyn, NY, where they have been registered since 2026. They have worked in the securities industry since 2023. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 57 (securities trader). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
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.
- Jane Street Capital, LLCAug 2022 – Mar 2025New York, NY
- Jane Street Capital, LLCMay 2022 – Aug 2022New York, NY
- Jane Street Capital, LLCJun 2021 – Aug 2021New York, NY
- Indigo TechnologiesJun 2019 – Aug 2019Woburn, MA
- Massachusetts Institute of TechnologyAug 2018 – May 2022Camridge, MA
- American Heritage SchoolsSep 2014 – May 2018Plantation, FL
- Jane Street Options, LLCAug 2022 – Mar 2025New York, NY
- Lionshares LLCMar 2025 – no end date reportedBrooklyn, NY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Lionshares 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
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sofia Leon Massie 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.
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