Denisse Sanchez (CRD# 7807945) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfront | Palo Alto, CA | Sep 2023 - Current | < 1 |
| Unemployed | Washington, DC | Jun 2023 - Sep 2023 | < 1 |
| Rocket Money | Silver Spring, MD | Aug 2021 - Jun 2023 | 1 |
| Dc Department Of Health | Washington, DC | Aug 2020 - Aug 2021 | 1 |
| Joybird | Washington, DC | Feb 2018 - Apr 2021 | 3 |
| Jenni Bick | Washington, DC | May 2017 - May 2018 | 1 |
| Families Usa | Washington, DC | Jun 2016 - Feb 2018 | 1 |
| George Washington University Milken Institute Of Public Health | Washington, DC | Jan 2017 - Jan 2018 | 1 |
| George Washington University Milken Institute Of Public Health | Washington, DC | Aug 2015 - May 2017 | 1 |
| Truth Initiative | Washington, DC | Apr 2016 - Aug 2016 | < 1 |
| George Washington University Milken Institute Of Public Health | Washington, DC | Nov 2015 - Apr 2016 | < 1 |
| Altamed Health Services | Commerce, CA | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CA
-
Total Assets Under Management26,393MILLIONS
-
Total Number of Accounts478,733ACCOUNTS
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Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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