Britney Alana Rafols
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 2025 to now
- Wealthfront Brokerage LLCAug 2024 to now
- Bonefish GrillJul 2024 to Sep 2024
- UnemployedMar 2024 to Jul 2024
- Loomis, Sayles & CompanyJan 2024 to Mar 2024
- UnemployedMay 2023 to Jan 2024
- LogrhythmJun 2022 to Aug 2022
- Montclair State UniversityAug 2019 to May 2023
- Michael KorsApr 2018 to Jul 2018
- TopgolfJun 2016 to Apr 2020
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
- 7973777
- Firm CRD
- 148456