Leotie Fukawa is a CFP-designated registered investment advisor, based in Palo Alto, CA, with 7 years of industry experience. Leotie is also registered as a broker, so some compensation may come from commissions on products sold.
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 LLC
October 2019 - Present · 7 yrs
Wealthfront Brokerage LLCBroker
October 2019 - Present · 7 yrs
Wealthfront Advisers LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Grove
October 2018 - September 2019 · 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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