Elizabeth
Lazor
Wealthfront Advisers LLC
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About this Advisor
Elizabeth Lazor is a certified financial planner working out of Palo Alto, California who has 4 years of relevant experience. Lazor is an employee of Wealthfront Advisers LLC. Their career trajectory has included roles at Wealth Architects, LLC, Bernhardt Wealth Management, Cjm Wealth Advisers, Virginia Technical University, Virginia Tech Housing And Residence Life, Grove Advisors LLC, Wealthfront Brokerage LLC and Wealthfront Advisers, LLC. Lazor holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Wealthfront Advisers LLC is a financial advisory company headquartered in Palo Alto, CA. It manages $23 billion in total assets between its 443,072 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 24 charities and foundations. Of its 443,072 customer accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which service is provided. Fees billed by Wealthfront Advisers LLC likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthfront Advisers LLC Brokerage Details
$23,078,535,424
265
443,072
$52,088
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Elizabeth Lazor Work History
Elizabeth has been registered as a financial advisor for 4 years.*
Wealthfront Brokerage LLC
Wealthfront Advisers, LLC
Grove Advisors LLC
Wealth Architects, LLC
Bernhardt Wealth Management
Virginia Technical University
Cjm Wealth Advisers
Virginia Technical University
Virginia Tech Housing And Residence Life
*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 Elizabeth Lazor 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
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
