Parker Neil rima Coelho
Investment adviser representative at Wealthfront Advisers LLC
11 yearsExperience
1 stateRegistered in
$47.7BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Wealthfront Advisers LLCJan 2026 to now
- WealthfrontJan 2018 to now
- Ameriprise Financial Services, Inc.May 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealthfront Advisers LLC
$47.7BAssets managed
518,639Clients
41Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6506941
- Firm CRD
- 148456