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David Richard Burgess

Wealthfront Advisers LLC
14 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Wealthfront Brokerage LLC
September 2016 - Present · 9 yrs 5 mos
Wealthfront Brokerage LLCBroker
September 2016 - Present · 9 yrs 5 mos
Wealthfront Advisers LLC
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
E*trade Securities LLCBroker
April 2012 - September 2016 · 4 yrs 5 mos
E*trade Capital Management, LLC
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
Exams
No exam information available for this advisor.
David Richard Burgess - Financial Advisor | TrueAdvisor