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Anthony Lawrence Molina

Wealthfront Advisers LLC

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About Anthony Lawrence Molina

Anthony Lawrence Molina is a registered representative with Wealthfront Advisers LLC. Anthony has been in the industry for more than ten years. Prior to joining Wealthfront, Anthony was with Wells Fargo Advisors, LLC. Anthony is currently registered in the state of California. Anthony holds the Series 7, Series 66 and SIE licenses. Anthony holds a CPA license with the State of California. Anthony also owns Riviera Design Co. and manages an Airbnb and Turo rental business.

Firm Information

Anthony Molina is currently registered with Wealthfront Advisers LLC. Wealthfront Advisers LLC is a Registered Investment Adviser based in Palo Alto, California. The firm manages approximately $35.9 billion in assets for over 536,000 clients. They offer portfolio management services for individuals and businesses, and participate in wrap fee programs. Wealthfront Advisers LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
Wealthfront Advisers LLC

261 HAMILTON AVE.

PALO ALTO, CA 94301

$35.92B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue share with affiliate - bd

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Anthony Molina’s Registration & Firm History

CA

09/12/2017 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

CA

12/05/2013 - 04/22/2015

WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 09/12/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Lawrence Molina.
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