Nathaniel
Gandy
Wealthfront Advisers LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Nathaniel Gandy is a certified financial planner working out of Palo Alto, California who has 4 years of industry experience. Gandy is currently employed by Wealthfront Advisers LLC. During their career, Gandy has held roles at Usaa Financial Advisiors Inc, Usaa Financial Planning Services, Wave Investment Lp, Pepperdine University, Chick-Fil-A, Malibu Cafe, O-G Packing Co And Growing Direct Marketing, Glendora High School, Usaa Investment Management Company and Wealthfront Brokerage LLC. Gandy holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in California. Wealthfront Advisers LLC is a financial advisory business that has its headquarters in Palo Alto, CA. It oversees $23 billion in assets under management across its 443,072 accounts, making it one of the biggest 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 greater than $1 million in assets. Wealthfront Advisers LLC offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types charged by Wealthfront Advisers LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Nathaniel Gandy Work History
Nathaniel has been registered as a financial advisor for 4 years.*
Wealthfront Brokerage LLC
Usaa Financial Advisiors Inc
Usaa Financial Planning Services
Usaa Investment Management Company
Wave Investment Lp
Malibu Cafe
O-G Packing Co And Growing Direct Marketing
Pepperdine University
Chick-Fil-A
Glendora 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 Nathaniel Gandy 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
