David Burgess is a registered investment advisor, based in Palo Alto, CA, with 15 years of industry experience.
Location
261 Hamilton Ave., Palo Alto, CA, 94301
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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
Wealthfront Brokerage LLCBroker
September 2016 - Present · 9 yrs 7 mos
Wealthfront Brokerage LLC
September 2016 - Present · 9 yrs 7 mos
Wealthfront Advisers LLC
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
E*trade Capital Management, LLC
April 2012 - September 2016 · 4 yrs 5 mos
E*trade Securities LLCBroker
April 2012 - September 2016 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - April 2012 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - April 2012 · 11 mos
Ameriprise Financial Services, INC.
August 2006 - October 2006 · 2 mos
Ameriprise Financial Services, INC.Broker
August 2006 - October 2006 · 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.