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Shane Liko-masanobu Moore

Wealthfront Advisers LLC

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About Shane Liko-masanobu Moore

Shane Liko-masanobu Moore is a registered representative with Wealthfront Advisers LLC, based in Palo Alto, California. Shane has been in the financial industry since 2014 and has a wide range of experience in financial planning and portfolio management for individuals and businesses. Shane is also registered with the state of California as an investment advisor representative. Prior to joining Wealthfront Advisers LLC, Shane was employed by NATIONAL PLANNING CORPORATION and WADDELL & REED. Shane holds the Series 7, Series 24, Series 66, Series 99TO and SIE licenses.

Firm Information

Shane Moore 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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Shane Moore’s Registration & Firm History

CA

06/26/2017 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

CA

03/26/2015 - 06/19/2017

NATIONAL PLANNING CORPORATION (El Segundo CA)

CA

06/26/2014 - 02/13/2015

WADDELL & REED (SHERMAN OAKS CA)

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Licenses & Designations

BOTH

Issued 07/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2018

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shane Liko-masanobu Moore.
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