Ciara Lowe

Wealthfront Advisers LLC

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching

Wealthfront Advisers LLC

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

386,244 clients

Average Client Portfolio

$93K average

Assets Under Management

$35.9B

Fee Structure

Minimum Investment:$500

Financial Planning:Included in AUM fee

Location

261 Hamilton Ave., Palo Alto, CA, 94301

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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.

Employment History

Current Registrations

Wealthfront Advisers LLC

January 2023 - Present · 3 yrs 1 mo

Wealthfront Brokerage LLC

October 2022 - Present · 3 yrs 4 mos

Wealthfront Brokerage LLCBroker

October 2022 - Present · 3 yrs 4 mos

Previous Registrations

Tiaa-Cref Individual & Institutional Services, LLCBroker

April 2022 - July 2022 · 3 mos

Gwfs Equities, INC.Broker

January 2021 - September 2021 · 8 mos

MML Investors Services, LLCBroker

December 2019 - January 2021 · 1 yr 1 mo

MML Distributors, LLCBroker

October 2019 - December 2019 · 2 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.