Leotie Fukawa (CRD# 7037694) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 4 years of experience in the finance industry. Leotie Fukawa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthfront Brokerage LLC | Palo Alto, CA | Aug 2019 - Current | 4 |
| Wealthfront Advisers, LLC | Palo Alto, CA | Aug 2019 - Current | 4 |
| Grove Advisors LLC | San Francisco, CA | May 2018 - Aug 2019 | 1 |
| Vista Wealth Management, LLC | San Francisco, CA | Aug 2017 - Feb 2018 | < 1 |
| Wooster Corthell Wealth Management Inc. | Glastonbury, CT | Nov 2016 - Jul 2017 | < 1 |
| Wooster Corthell Wealth Management Inc. | Glastonbury, CT | Jul 2016 - Nov 2016 | < 1 |
| Virginia Polytechnic Institute And State University | Blacksburg, VA | Sep 2012 - May 2016 | 3 |
| Sullivan, Bruyette, Speros & Blayney, Inc. | Mclean, VA | May 2015 - Aug 2015 | < 1 |
| Virginia Tech | Blacksburg, VA | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CA
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Total Assets Under Management26,393MILLIONS
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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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