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Ciara Lowe

Wealthfront Advisers LLC

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About Ciara Lowe

Ciara Lowe is a financial advisor at Wealthfront Advisers LLC, a firm that offers financial planning and portfolio management services for individuals and businesses. Ciara has been in the industry for over four years and has experience working with several other firms, including TIAA-CREF, GWFS Equities, and MML Investors Services. Ciara is registered with FINRA and the state of California as a Registered Representative and Investment Advisor Representative.

Firm Information

Ciara Lowe 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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Ciara Lowe’s Registration & Firm History

CA

01/24/2023 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

NY

04/21/2022 - 07/07/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

CO

01/04/2021 - 09/17/2021

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

AZ

12/09/2019 - 01/04/2021

MML INVESTORS SERVICES, LLC (PHOENIX AZ)

AZ

10/17/2019 - 12/09/2019

MML DISTRIBUTORS, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 01/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/09/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/17/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/27/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ciara Lowe.
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