Homer Clifton Reed

Employer firm

Wealthfront Advisers LLC CRD 148456

$47.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 05/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Monroe, NC
• 06/2018 → 05/2021
  Bank Of America, N.A.
  Monroe, NC
• 06/2019 → 08/2019
  Wells Fargo
  Charlotte, NC
• 02/2016 → 04/2018
  Ameripark
  Charlotte, NC
• 01/2010 → 05/2019
  Full Time Education
  Black Mountain, NC
• 05/2021 → 07/2022
  Ally Invest Securities Llc
  Charlotte, NC
• 04/2023 → 07/2023
  Ally Invest Advisors
  Charlotte, NC
• 07/2022 → 07/2023
  Ally Invest Securities Llc
  Charlotte, NC
• 07/2023 → Present
  Wealthfront Brokerage Llc
  Palo Alto, CA
• 07/2023 → Present
  Wealthfront Advisers Llc
  Palo Alto, CA

Previous Registrations

• 2023-05-05 → 2023-07-26
  Ally Invest Advisors
  Charlotte, NC
• 2021-01-20 → 2021-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Salisbury, NC
  Monroe, NC
  New York, NY
  Charlotte, NC
  Monroe, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-01-15

Other Names

• Dj Reed
• Homer Reed
• Homer Clifton Reed