GR
GR

Gavin Rodefer

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
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
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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.

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Employment History
Current Registrations
Wealthfront Advisers LLC
May 2022 - Present · 3 yrs 9 mos
Wealthfront Brokerage LLC
May 2022 - Present · 3 yrs 9 mos
Wealthfront Brokerage LLCBroker
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Oppenheimer & CO. INC.
February 2022 - May 2022 · 3 mos
Oppenheimer & CO. INC.Broker
October 2021 - May 2022 · 7 mos
Fidelity Brokerage Services LLCBroker
November 2020 - December 2020 · 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.