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Current Employers
Wealthfront Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

Pittsburgh, PA • United States

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
Generational Transfer Entrepreneurs Pittsburgh PA 05/2018 08/2018
Pnc Capital Markets New York NY 05/2019 08/2019
Pnc Capital Markets New York NY 08/2020 08/2023
Fox Chapel Golf Club Pittsburgh PA 05/2017 08/2018
The Pennsylvania State University State College PA 08/2016 05/2020
Wealthfront Brokerage Llc Palo Alto CA 10/2024 Present
Unemployed Allison Park PA 09/2023 10/2024
  • 05/2018 → 08/2018
    Generational Transfer Entrepreneurs
    Pittsburgh, PA
  • 05/2019 → 08/2019
    Pnc Capital Markets
    New York, NY
  • 08/2020 → 08/2023
    Pnc Capital Markets
    New York, NY
  • 05/2017 → 08/2018
    Fox Chapel Golf Club
    Pittsburgh, PA
  • 08/2016 → 05/2020
    The Pennsylvania State University
    State College, PA
  • 10/2024 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 09/2023 → 10/2024
    Unemployed
    Allison Park, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-14
S63 Uniform Securities Agent State Law Examination 2020-08-29
  • S65 Uniform Investment Adviser Law Examination
    2024-11-14
  • S63 Uniform Securities Agent State Law Examination
    2020-08-29
Other Names
  • Alex James Donatelli
  • Alexander James Donatelli

View on SEC IAPD

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