Ciara Lowe
Investment adviser representative at Wealthfront Advisers LLC
6 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
6 years in the industry.
- Wealthfront Advisers LLCJan 2023 to now
- Wealthfront Brokerage LLCSep 2022 to now
- TIAAFeb 2022 to Jul 2022
- TIAA-CREF Individual & Institutional Services, LLCFeb 2022 to Jul 2022
- UnemployedSep 2021 to Jan 2022
- Gwfs Equities, Inc. / EmpowerJan 2021 to Sep 2021
- MML Investors Services, LLCNov 2019 to Jan 2021
- MassmutualAug 2018 to Dec 2020
- MML Distributors, LLCAug 2018 to Dec 2019
- UnemployedJul 2018 to Aug 2018
- AmazonMay 2018 to Jun 2018
- UnemployedDec 2017 to Apr 2018
- IntuitSep 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
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
- 7010695
- Firm CRD
- 148456