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Ryan Thomas Lancaster

Investment adviser representative at Wealthfront Advisers LLC
10 yearsYears since first job or exam
1 stateRegistered in
$55.2B
17 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(855) 695-8437wealthfront.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Wealthfront Advisers LLCJan 2024 to now
  2. Wealthfront Brokerage LLCSep 2023 to now
  3. Stonefish Grill RestaurantAug 2023 to now
  4. Extended TravelMay 2023 to Aug 2023
  5. Northeastern UniversityJan 2023 to May 2023
  6. Morgan StanleyJun 2022 to Dec 2022
  7. Northeastern UniversityJan 2022 to Jun 2022
  8. BNY MellonJul 2021 to Dec 2021
  9. Northeastern UniversityJan 2021 to Jun 2021
  10. DoordashAug 2020 to Dec 2020
  11. BRGR Bar RestaurantJun 2020 to Aug 2020
  12. Brown Brothers Harriman & Co.Jan 2020 to Jun 2020
  13. Northeastern UniversitySep 2019 to Dec 2019
  14. The Oar House RestaurantMay 2019 to Sep 2019
  15. Northeastern UniversitySep 2018 to Apr 2019
  16. BRGR Bar RestaurantMay 2018 to Sep 2018
  17. Frisbee's Wharf at Pepperrell CoveMay 2018 to Sep 2018
  18. St. Thomas Aquinas High SchoolSep 2017 to May 2018
  19. Newick's Lobster HouseJun 2017 to Aug 2017
  20. St. Thomas Aquinas High SchoolAug 2016 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

Wealthfront Advisers LLC

$55.2B
544,882Clients
41Advisers
17 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

7571131
148456
Advisor's SEC record
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