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Daniel Joseph Carroll

WEALTHFRONT INC.·REDWOOD CITY, California
Unclaimed Profile
900 MIDDLEFIELD RD, REDWOOD CITY, CA 94063CRD# 5608342Firm CRD# 148456
01

About

Daniel Joseph Carroll is a registered financial advisor based in REDWOOD CITY, California, affiliated with WEALTHFRONT INC.. 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# 5608342
Firm CRD# 148456
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Carroll offer?
Daniel Joseph Carroll specializes in Investment Management, Wealth Management. Contact their office in REDWOOD CITY, California for a consultation.
What are Daniel Joseph Carroll's credentials?
Daniel Joseph Carroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Carroll located?
Daniel Joseph Carroll is based in REDWOOD CITY, California, working with WEALTHFRONT INC.. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Daniel Joseph Carroll charge for services?
Daniel Joseph Carroll'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 INC.?
WEALTHFRONT INC. 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 REDWOOD CITY
Ed Cluss — SIGNIA MANAGEMENT COMPANY, LLCRichard Thompson — SIGNIA MANAGEMENT COMPANY, LLCZaw Thet — SIGNIA MANAGEMENT COMPANY, LLCAnagha Raje — SIGNIA MANAGEMENT COMPANY, LLCDiane Unwin Kelvie — HEWINS FINANCIAL ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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