Denisse Sanchez
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 LLCFeb 2024 to now
- WealthfrontSep 2023 to now
- UnemployedJun 2023 to Sep 2023
- Rocket MoneyAug 2021 to Jun 2023
- Dc Department of HealthAug 2020 to Aug 2021
- JoybirdFeb 2018 to Apr 2021
- Jenni BickMay 2017 to May 2018
- Families USAJun 2016 to Feb 2018
- George Washington University Milken Institute of Public HealthAug 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State 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
- 7807945
- Firm CRD
- 148456