Best Investors Account Sign in

Parker Neil Rima Coelho

Wealthfront Advisers LLC

Palo Alto, CA

Claim This Profile
Current Employers
Wealthfront Advisers Llc

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-16
  • CA RA
    APPROVED
    Since 2026-01-16

Branch Locations

261 Hamilton Ave., Palo Alto, CA 94301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Kingsburg CA 05/2015 12/2017
Wealthfront Redwood City CA 01/2018 Present
  • 05/2015 → 12/2017
    Ameriprise Financial Services, Inc.
    Kingsburg, CA
  • 01/2018 → Present
    Wealthfront
    Redwood City, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-28
  • S66 Uniform Combined State Law Examination
    2015-11-28
Other Names
  • Parker Coelho

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC
DCVC BIO
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WAVERLEY CAPITAL MANAGEMENT, LLC
LUMINARI CAPITAL MANAGEMENT, LLC

Other Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA
CARL WONG
ALISON JONES
AAYUSH KUMAR
JEFFREY MARKS
MARIE WREAKS

Other Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA
DCVC BIO · PALO ALTO, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palo Alto, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA
WELLS FARGO CLEARING SERVICES, LLC · PALO ALTO, CA

More in Palo Alto, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor