Ryan Lancaster (CRD# 7571131) 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 Brokerage LLC | Palo Alto, CA | Sep 2023 - Current | < 1 |
| Stonefish Grill Restaurant | Haleiwa, HI | Aug 2023 - Current | < 1 |
| Extended Travel | Vila Praia De Ancora, | May 2023 - Aug 2023 | < 1 |
| Northeastern University | Boston, MA | Jan 2023 - May 2023 | < 1 |
| Morgan Stanley | New York, NY | Jun 2022 - Dec 2022 | < 1 |
| Northeastern University | Boston, MA | Jan 2022 - Jun 2022 | < 1 |
| Bny Mellon | Boston, MA | Jul 2021 - Dec 2021 | < 1 |
| Northeastern University | Boston, MA | Jan 2021 - Jun 2021 | < 1 |
| Doordash | St. Augustine, FL | Aug 2020 - Dec 2020 | < 1 |
| Brgr Bar Restaurant | Portsmouth, NH | Jun 2020 - Aug 2020 | < 1 |
| Brown Brothers Harriman & Company | Boston, MA | Jan 2020 - Jun 2020 | < 1 |
| Northeastern University | Boston, MA | Sep 2019 - Dec 2019 | < 1 |
| The Oar House Restaurant | Portsmouth, NH | May 2019 - Sep 2019 | < 1 |
| Northeastern University | Boston, MA | Sep 2018 - Apr 2019 | < 1 |
| Frisbee's Wharf At Pepperrell Cove | Kittery Point, ME | May 2018 - Sep 2018 | < 1 |
| Brgr Bar Restaurant | Portsmouth, NH | May 2018 - Sep 2018 | < 1 |
| St. Thomas Aquinas High School | Dover, NH | Sep 2017 - May 2018 | < 1 |
| Newick's Lobster House | Dover, NH | Jun 2017 - Aug 2017 | < 1 |
| St. Thomas Aquinas High School | Dover, NH | Aug 2016 - Jun 2017 | < 1 |
| Unemployed | Dover, NH | Jun 2016 - Aug 2016 | < 1 |
| St. Thomas Aquinas High School | Dover, NH | Aug 2015 - Jun 2016 | < 1 |
| Unemployed | Dover, NH | Jun 2015 - Aug 2015 | < 1 |
| St. Thomas Aquinas High School | Dover, NH | Aug 2014 - Jun 2015 | < 1 |
| Unemployed | Dover, NH | Jun 2014 - Aug 2014 | < 1 |
| Dover Middle School | Dover, NH | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management26,393MILLIONS
-
Total Number of Accounts478,733ACCOUNTS
-
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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