Secretary · Wealthfront Advisers LLC
Lauren D Lin
CRD 5847318 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealthfront Advisers LLC, an SEC-registered wealth manager based in Palo Alto, CA with $47.7 billion in regulatory assets, lists Lauren D Lin on its Form ADV as Secretary, a control person.
Firms and roles
- Wealthfront Advisers LLCSecretaryWealth manager · Palo Alto, CA · $48B in regulatory assets
AtlasMembers
Lauren’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Burton G. MalkielChief Investment Officer, Wealthfront Advisers LLC
- Alan D. ImbermanChief Financial Officer, Wealthfront Advisers LLC
- Jonathan F. MatthewsChief Compliance Officer, Wealthfront Advisers LLC
- David FortunatoChief Executive Officer, Wealthfront Advisers LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.