Karen Shu
Investment adviser representative at Wealthfront Advisers LLC
14 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
14 years in the industry.
- Wealthfront Advisers LLCFeb 2022 to now
- WealthfrontNov 2021 to now
- UnemployedAug 2021 to Nov 2021
- Trinity CollegeJun 2018 to Aug 2021
- Dartmouth CollegeAug 2016 to Jun 2018
- Friendly Dental CenterJun 2007 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7459337
- Firm CRD
- 148456