Gavin Rodefer
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 LLCMay 2022 to now
- Wealthfront Brokerage LLCMay 2022 to now
- Oppenheimer & Co., IncOct 2021 to May 2022
- StarbucksSep 2021 to Nov 2021
- Re/max ProfessionalsJan 2021 to Aug 2021
- Fidelity InvestmentsJul 2020 to Dec 2020
- Your Castle Real EstateApr 2020 to Jul 2020
- UnemployedFeb 2020 to Jul 2020
- Schomp BmwJan 2020 to Feb 2020
- Summit ValetMay 2016 to Jan 2020
- University of Colorado BoulderAug 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
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
- 7282897
- Firm CRD
- 148456