TrueAdvisor
TrueAdvisor
SW
CFA
SW
CFA

Seth Wunder

Acorns
7 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Acorns
Compensation
Fixed/Hourly
Firm Size
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only

Location

5300 California Avenue, Irvine, CA, 92617

Get directions

History

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
Acorns Securities, LLC
January 2022 - Present · 4 yrs 1 mo
Acorns Securities, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Acorns
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
May 2002 - October 2003 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
October 1999 - May 2002 · 2 yrs 7 mos
State Registrations2 states
CANY
Advisor
Exams
No exam information available for this advisor.