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Luis Fernando Brasil De Oliveira

WEALTHFRONT STRATEGIES LLC·PALO ALTO, California
Unclaimed Profile
261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 5652832Firm CRD# 289148
01

About

Luis Fernando Brasil De Oliveira is a registered financial advisor based in PALO ALTO, California, affiliated with WEALTHFRONT STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
WEALTHFRONT STRATEGIES LLC
WEALTHFRONT STRATEGIES LLC
AUM
$1.3B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at WEALTHFRONT STRATEGIES LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5652832
Firm CRD# 289148
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Luis Fernando Brasil De Oliveira offer?
Luis Fernando Brasil De Oliveira specializes in Investment Management, Fee-Only Advisory. Contact their office in PALO ALTO, California for a consultation.
What are Luis Fernando Brasil De Oliveira's credentials?
Luis Fernando Brasil De Oliveira is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luis Fernando Brasil De Oliveira located?
Luis Fernando Brasil De Oliveira is based in PALO ALTO, California, working with WEALTHFRONT STRATEGIES LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Luis Fernando Brasil De Oliveira charge for services?
Luis Fernando Brasil De Oliveira's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT STRATEGIES LLC?
WEALTHFRONT STRATEGIES LLC has approximately 18 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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