Unclaimed Profile

Daniel Joseph Carroll

WEALTHFRONT INC.·REDWOOD CITY, California

WEALTHFRONT INC.

900 MIDDLEFIELD RD, REDWOOD CITY, CA 94063CRD# 5608342Firm CRD# 148456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Carroll · REDWOOD CITY, CA

Registration

CRD #5608342 · WEALTHFRONT INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Other: REVENUE SHARE WITH AFFILIATE - BD

Regulatory

SEC/IARD CRD# 5608342

Firm CRD# 148456

View on FINRA BrokerCheck →

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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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