Michael
Stokes
Wealthfront Advisers LLC
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About this Advisor
Michael Stokes is a financial advisor working out of Palo Alto, California, with a total of 2 years of relevant experience. Stokes is an employee of Wealthfront Advisers LLC. During their career, Stokes has held roles at U.S. Bank, U.S. Bancorp Investments, Inc, Thomson Reuters, Uponor, Inc, Law School Ust Law, Ameriprise Financial Services, Inc, Wealthfront, Special Counsel and Sofi Securities LLC. Stokes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. Wealthfront Advisers LLC is a registered investment business that has its headquarters in Palo Alto, CA. It administers $23 billion in assets among its 443,072 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 24 charitable organizations. Of its 443,072 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets. Wealthfront Advisers LLC has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely are based on which service is offered. Fees charged by Wealthfront Advisers LLC likely include any blend of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$23,078,535,424
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
265
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
443,072
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$52,088
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Stokes Work History
Michael has been registered as a financial advisor for 2 years.*
Wealthfront
Special Counsel
Sofi Securities LLC
Ameriprise Financial Services, Inc
U.S. Bank
U.S. Bancorp Investments, Inc
Thomson Reuters
Uponor, Inc
Law School Ust Law
*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 Michael Stokes 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
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