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Boris Kessler

WEALTHFRONT ADVISERS LLC·PALO ALTO, California
Unclaimed Profile
261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 7339932Firm CRD# 148456
01

About

Boris Kessler is a registered financial advisor based in PALO ALTO, California, affiliated with WEALTHFRONT ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
WEALTHFRONT ADVISERS LLC
WEALTHFRONT ADVISERS LLC
AUM
$35.9B
Regulatory assets under management
Employees
324
Total firm employees
View all advisors at WEALTHFRONT ADVISERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REVENUE SHARE WITH AFFILIATE - BD
Regulatory
SEC/IARD CRD# 7339932
Firm CRD# 148456
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Boris Kessler offer?
Boris Kessler specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.
What are Boris Kessler's credentials?
Boris Kessler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Boris Kessler located?
Boris Kessler is based in PALO ALTO, California, working with WEALTHFRONT ADVISERS LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Boris Kessler charge for services?
Boris Kessler's firm is compensated through percentage of aum, other: revenue share with affiliate - bd. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT ADVISERS LLC?
WEALTHFRONT ADVISERS LLC has approximately 324 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PALO ALTO
Curtis K Myers — RED ROCK VENTURE MANAGEMENT, INC.Laura Brege — RED ROCK VENTURE MANAGEMENT, INC.Peter Dumanian — RED ROCK VENTURE MANAGEMENT, INC.Laura Gwosden — RED ROCK VENTURE MANAGEMENT, INC.Robert J. Todd — RED ROCK VENTURE MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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