Gavin
Rodefer
Wealthfront Advisers LLC
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About this Advisor
Gavin Rodefer is a financial advisor based in Palo Alto, California with 1 year of industry experience. Rodefer is on the advisory team at Wealthfront Advisers LLC. The advisor has gained experience at Fidelity Investments, Schomp Bmw, Summit Valet, The Links Golf Course, University Of Colorado Boulder, Rock Canyon High School, Your Castle Real Estate, Re/Max Professionals, Starbucks, Oppenheimer & Co., Inc and Wealthfront Brokerage LLC. Rodefer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Wealthfront Advisers LLC is a business operating out of Palo Alto, CA. It controls $23 billion in assets under management among its 443,072 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 24 charitable organizations. Of its 443,072 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets. The firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on the financial services offered. However, fees charged by Wealthfront Advisers LLC most 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
Gavin Rodefer Work History
Gavin has been registered as a financial advisor for 1 years.*
Wealthfront Brokerage LLC
Re/Max Professionals
Starbucks
Oppenheimer & Co., Inc
Fidelity Investments
Schomp Bmw
Your Castle Real Estate
Summit Valet
University Of Colorado Boulder
The Links Golf Course
Rock Canyon High School
*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 Gavin Rodefer 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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