Career
Alan Imberman has been Chief Financial Officer of Wealthfront Advisers since August 2018. Alan Imberman is a control person of the firm and directly owns under 5% of it. Alan Imberman holds an M.B.A. from McCombs School of Business, University of Texas at Austin.
Wealthfront Advisers LLC is a Palo Alto, CA firm with $47.7B under management, 518,639 clients and 24 advisers in one office, as of its July 2026 filing.
Alan Imberman is Wealthfront’s Chief Financial Officer. Before joining Wealthfront, he worked at Crowe Horwath and KPMG.
No adviser firm registrations are on Alan Imberman’s record.
Credentials and registrations
Professional designations
Listed by Wealthfront Advisers and the sources below
- CFA charterholder
- FINRA Series 27 license
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 11 November 2016 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
Individual record
- Full name
- Alan Dean Imberman
- CRD
- 5576870
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Alan Imberman work?
Alan Imberman has been Chief Financial Officer of Wealthfront Advisers LLC since August 2018, and is a control person of the firm.
Does Alan Imberman have a current investment-adviser registration?
Alan Imberman has a current broker registration and no current investment-adviser registration.
What exams has Alan Imberman passed?
Alan Imberman has passed 3 licensing exams: the Series 27, Series 99TO and SIE. The earliest, the Series 27, was passed in November 2016.
Is Alan Imberman a CFA charterholder?
Wealthfront Advisers lists Alan Imberman with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: Wealthfront