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Tony Sonsini

Investment adviser representative at Exodus Wealth in Lee, MA

Investment adviser and broker registrationsUpdated

Tony Sonsini is an investment adviser representative at Exodus Wealth, LLC, an investment adviser managing $484M, and works from its Lee, MA office. Tony Sonsini has been registered through Exodus Wealth since 6 January 2020, has 30 years in the industry across 2 firms and has passed the Series 63, Series 6 and Series 65.

30
Years in industry
6
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Tony Sonsini has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners.

Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.

Tony Sonsini’s longest registration is the current one, 6 years at Exodus Wealth since 2020. Before joining Exodus Wealth in 2020, Tony Sonsini was registered through Foresters Equity Services, Inc.

  1. – present · 6 years
    Lee, MA · Adviser representative · Firm CRD 174328
  2. – · 1 year
    Jackson, NJ · Adviser representative · Firm CRD 174328
  3. Foresters Equity Services, Inc.
    – · 2 years
    Jackson, NJ · Adviser representative · Firm CRD 18464

Credentials and registrations

Investment adviser representative registrations

Tony Sonsini is registered as an investment adviser representative in 2 states. The first approvals date from January 2020; the most recent is Massachusetts, in April 2025.

  • MassachusettsSince 10 April 2025
  • New JerseySince 6 January 2020

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 654 December 2015
Name
Uniform Investment Adviser Law Examination
Series 6312 July 1996
Name
Uniform Securities Agent State Law Examination
Series 612 July 1996
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Tony Vincent Sonsini
CRD
2758375
Firm
Exodus Wealth · CRD 174328
Office
Lee, MA
Registration
Investment adviser and broker registrations
In the industry since
July 1996
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Tony Sonsini work?

Tony Sonsini is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Tony Sonsini a financial advisor?

Yes. Tony Sonsini has a current investment-adviser registration in Massachusetts and New Jersey, through Exodus Wealth since January 2020.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Tony Sonsini have?

Tony Sonsini has 30 years in the financial industry, since July 1996, across 2 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Tony Sonsini passed?

Tony Sonsini has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in July 1996. FINRA credited Tony Sonsini with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Tony Sonsini work before Exodus Wealth?

Before Exodus Wealth, Tony Sonsini was registered through Prosperity Wealth Management, Inc., October 2018 to December 2019; Foresters Equity Services, Inc., January 2016 to October 2018.

Source: IAPD individual record, checked 23 October 2026

Where is Tony Sonsini based?

Tony Sonsini’s registered office is in Lee, MA.

Source: IAPD individual record, checked 23 October 2026

Is Tony Sonsini registered with FINRA?

Yes. Tony Sonsini has a current broker registration, under CRD 2758375.

Source: FINRA BrokerCheck

How can I verify Tony Sonsini’s record?

Search CRD 2758375 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Tony Sonsini’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Exodus Wealth

Sources

  1. IAPD individual record, CRD 2758375, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Exodus Wealth, LLC, filed 8 July 2026. Executive officers and direct owners; this person is not among them.