Nathaniel Gandy (CRD# 6931680) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 5 years of experience in the finance industry. Nathaniel Gandy 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 | Jul 2019 - Current | 4 |
| Usaa Investment Management Company | Addison, TX | Oct 2018 - Jun 2019 | < 1 |
| Usaa Financial Advisiors Inc. | San Antonio, TX | Mar 2018 - Jun 2019 | 1 |
| Usaa Financial Planning Services | San Antonio, TX | Mar 2018 - Jun 2019 | 1 |
| Wave Investment LP | Malibu, CA | Jan 2017 - Mar 2018 | 1 |
| Malibu Cafe | Malibu, CA | Sep 2017 - Jan 2018 | < 1 |
| Pepperdine University | Malibu, CA | Sep 2014 - Jul 2017 | 2 |
| O-g Packing Co And Growing Direct Marketing | Stockton, CA | May 2016 - Jul 2016 | < 1 |
| Chick-fil-a | Azusa, CA | Jan 2014 - Aug 2014 | < 1 |
| Glendora High School | Glendora, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- 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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