Ciara
Lowe

Wealthfront Advisers LLC

CRD#7010695
Investment Advisor
in Palo Alto, CA

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About this Advisor

Ciara Lowe is a financial advisor who works in Palo Alto, California. Lowe is an employee of Wealthfront Advisers LLC. Throughout their career, they have worked at Massmutual, Mml Distributors, LLC, University Of Arizona, Arizona State Senate, Arizona Bridge To Independent Living, Zenefits, Afni, Intuit, Amazon, Mml Investors Services, LLC, Gwfs Equities, Inc / Empower, Tiaa-Cref Individual & Institutional Services, LLC, Tiaa and Wealthfront Brokerage LLC. Lowe holds Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in California. Wealthfront Advisers LLC is a company operating out of Palo Alto, CA. It controls $23 billion in assets between its 443,072 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 24 charitable organizations. Of its 443,072 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Wealthfront Advisers LLC performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on which service is provided. Fee types billed by Wealthfront Advisers LLC can be comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

261 Hamilton Ave.
Palo Alto, CA 94301

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Wealthfront Advisers LLC Brokerage Details

Total Assets Under Management

$23,078,535,424

CA Average: $7,578,581,321
Total Number of Employees

265

CA Average: 43
Total Number of Accounts

443,072

CA Average: 3,727
Average Account Size

$52,088

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ciara Lowe Work History

Ciara has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Wealthfront Brokerage LLC

2022 - 2022 (< 1 year)

Tiaa-Cref Individual & Institutional Services, LLC

2022 - 2022 (< 1 year)

Tiaa

2021 - 2021 (< 1 year)

Gwfs Equities, Inc / Empower

2019 - 2021 (2 years)

Mml Investors Services, LLC

2018 - 2020 (2 years)

Massmutual

2018 - 2019 (1 year)

Mml Distributors, LLC

2018 - 2018 (< 1 year)

Amazon

2016 - 2016 (< 1 year)

Afni

2016 - 2017 (1 year)

Intuit

2015 - 2015 (< 1 year)

Arizona State Senate

2015 - 2015 (< 1 year)

Arizona Bridge To Independent Living

2015 - 2015 (< 1 year)

Zenefits

2012 - 2015 (3 years)

University Of Arizona

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ciara Lowe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthfront Advisers LLC

Kathryn Withall
Palo Alto, CA
Matthew Penick
Palo Alto, CA
Shane Moore
Palo Alto, CA
Elizabeth Lazor
Palo Alto, CA
Daniel Vega
Palo Alto, CA
Elisa Garibay
Palo Alto, CA
David Burgess
Palo Alto, CA
Ciara Lowe
Palo Alto, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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