Ryan
Lancaster

Wealthfront Advisers LLC

CRD#7571131
Investment Advisor
in Palo Alto, CA

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About this Advisor

Ryan Lancaster is a financial advisor based in Palo Alto, California, working with Wealthfront Advisers LLC. Ryan has previously held positions at Wealthfront Brokerage LLC, Stonefish Grill Restaurant, Extended Travel, Northeastern University, Morgan Stanley, Bny Mellon, Doordash, Brgr Bar Restaurant, Brown Brothers Harriman & Co, The Oar House Restaurant, Frisbee's Wharf At Pepperrell Cove, St. Thomas Aquinas High School, and Newick's Lobster House. Ryan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Ryan is part of Wealthfront Advisers LLC, which operates out of Palo Alto, California. The firm has 258 employees and manages assets totaling $30.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Wealthfront Advisers LLC includes asset-based and other fees.

Certifications and Registrations

Series 66

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

$30,247,024,321

CA Average: $7,578,581,321
Total Number of Employees

258

CA Average: 43
Total Number of Accounts

500,285

CA Average: 3,727
Average Account Size

$60,460

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Ryan Lancaster Work History

2023 - Present (1 year)

Wealthfront Brokerage LLC

2023 - Present (1 year)

Stonefish Grill Restaurant

2023 - 2023 (< 1 year)

Extended Travel

2023 - 2023 (< 1 year)

Northeastern University

2022 - 2022 (< 1 year)

Morgan Stanley

2022 - 2022 (< 1 year)

Northeastern University

2021 - 2021 (< 1 year)

Bny Mellon

2021 - 2021 (< 1 year)

Northeastern University

2020 - 2020 (< 1 year)

Doordash

2020 - 2020 (< 1 year)

Brgr Bar Restaurant

2020 - 2020 (< 1 year)

Brown Brothers Harriman & Co

2019 - 2019 (< 1 year)

Northeastern University

2019 - 2019 (< 1 year)

The Oar House Restaurant

2018 - 2018 (< 1 year)

Frisbee'S Wharf At Pepperrell Cove

2018 - 2019 (1 year)

Northeastern University

2018 - 2018 (< 1 year)

Brgr Bar Restaurant

2017 - 2018 (1 year)

St. Thomas Aquinas High School

2017 - 2017 (< 1 year)

Newick'S Lobster House

2016 - 2017 (1 year)

St. Thomas Aquinas High School

2015 - 2016 (1 year)

St. Thomas Aquinas High School

2014 - 2015 (1 year)

St. Thomas Aquinas High School

Disclosures

Please visit the SEC profile of Ryan Lancaster 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

Elizabeth Lazor
Palo Alto, CA
Nathaniel Gandy
Palo Alto, CA
Ryan Lancaster
Palo Alto, CA
William Weihs
Palo Alto, CA
Shane Moore
Palo Alto, CA
Ryan Bishop
Palo Alto, CA
Denisse Sanchez
Palo Alto, CA
Michael Stokes
Palo Alto, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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