Sophia Trakhtman (CRD# 7669902) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in 21046, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | Columbia, MD | Jan 2024 - Current | < 1 |
| Mutual Of Omaha Investor Services | Hunt Valley, MD | Apr 2022 - Jan 2024 | 1 |
| Mutual Of Omaha Insurance Company | Hunt Valley, MD | Apr 2022 - Jan 2024 | 1 |
| Towson University | Towson, MD | Sep 2019 - Jan 2024 | 4 |
| Maryland Healthcare | Baltimore, MD | May 2019 - Jan 2024 | 4 |
| Babystting | Baltimore, MD | May 2012 - Sep 2019 | 7 |
| Charm City Optical | Baltimore, MD | May 2014 - May 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MD
-
Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
-
Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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