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Leotie Fukawa

Wealthfront Advisers LLC

Palo Alto, CA

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Current Employers
Wealthfront Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-09-25
  • CA RA
    APPROVED
    Since 2019-09-25

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
Grove Advisors Llc San Francisco CA 05/2018 08/2019
Vista Wealth Management, Llc San Francisco CA 08/2017 02/2018
Wooster Corthell Wealth Management Inc. Glastonbury CT 11/2016 07/2017
Wooster Corthell Wealth Management Inc. Glastonbury CT 07/2016 11/2016
Wealthfront Brokerage Llc Palo Alto CA 08/2019 Present
Wealthfront Advisers, Llc Palo Alto CA 08/2019 Present
  • 05/2018 → 08/2019
    Grove Advisors Llc
    San Francisco, CA
  • 08/2017 → 02/2018
    Vista Wealth Management, Llc
    San Francisco, CA
  • 11/2016 → 07/2017
    Wooster Corthell Wealth Management Inc.
    Glastonbury, CT
  • 07/2016 → 11/2016
    Wooster Corthell Wealth Management Inc.
    Glastonbury, CT
  • 08/2019 → Present
    Wealthfront Brokerage Llc
    Palo Alto, CA
  • 08/2019 → Present
    Wealthfront Advisers, Llc
    Palo Alto, CA
Previous Registrations
  • 2018-10-26 → 2019-09-06
    Grove
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2019-11-01
Designations

View on SEC IAPD

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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

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