Shai Yona
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 LLCJul 2026 to now
- Wealthfront CorporationApr 2026 to now
- UnemployedNov 2025 to Apr 2026
- Genesis Global Recruiting, Inc.Feb 2025 to Nov 2025
- Yona Equity LLCJun 2024 to Jan 2025
- EquinoxFeb 2024 to Feb 2024
- Metropolitan Property Group Inc.Jul 2023 to May 2024
- The Ohio State UniversityAug 2019 to May 2023
- Tenafly High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8248493
- Firm CRD
- 148456