Eric
Harris

Wealthfront Advisers LLC

CRD#6279577
Investment Advisor
in Palo Alto, CA

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About this Advisor

Eric Harris is a financial advisor working in Palo Alto, California, with 5 years of relevant experience. Harris is an advisor for Wealthfront Advisers LLC. Over the course of their career, Harris has held roles at M&T Bank, University Of Maryland, Wealthfront Inc and M&T Securities. Harris holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in California. Wealthfront Advisers LLC is a company based in Palo Alto, CA. It controls $23 billion in assets under management between its 443,072 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 24 charities and foundations. Of its 443,072 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in investable assets. Wealthfront Advisers LLC has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice typically vary depending on the services. However, fee types billed by Wealthfront Advisers LLC most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

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

Eric Harris Work History

Eric has been registered as a financial advisor for 5 years.*

2016 - Present (8 years)

Wealthfront Inc

2013 - 2016 (3 years)

M&T Bank

2013 - 2016 (3 years)

M&T Securities

2009 - 2013 (4 years)

University Of Maryland

*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 Eric Harris 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
David Burgess
Palo Alto, CA
Ciara Lowe
Palo Alto, CA
Elisa Garibay
Palo Alto, CA
Daniel Vega
Palo Alto, CA
Elizabeth Lazor
Palo Alto, CA
Shane Moore
Palo Alto, CA
Matthew Penick
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.

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