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David Richard Burgess

Wealthfront Advisers LLC

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About David Richard Burgess

David Burgess is an investment advisor representative with Wealthfront Advisers LLC. David has been in the securities industry since 2011. Before joining Wealthfront Advisers LLC, David worked at E*TRADE SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David is registered with the state of California. David has passed the Series 7, Series 66, Series 24, Series 52TO, Series 53, Series 99TO, and SIE exams.

Firm Information

David Burgess 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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David Burgess’s Registration & Firm History

CA

09/16/2016 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

CA

04/10/2012 - 09/15/2016

E*TRADE SECURITIES LLC (CUPERTINO CA)

CA

05/11/2011 - 04/09/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)

CA

08/02/2006 - 10/23/2006

AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 06/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/14/2016

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/28/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Richard Burgess.
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