Alexander James Donatelli
Investment adviser representative at Wealthfront Advisers LLC
10 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
10 years in the industry.
- Wealthfront Advisers LLCJan 2026 to now
- Wealthfront Brokerage LLCOct 2024 to now
- UnemployedSep 2023 to Oct 2024
- PNC Capital MarketsAug 2020 to Aug 2023
- PNC Capital MarketsMay 2019 to Aug 2019
- Generational Transfer EntrepreneursMay 2018 to Aug 2018
- Fox Chapel Golf ClubMay 2017 to Aug 2018
- The Pennsylvania State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
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
- 7285939
- Firm CRD
- 148456