Ward Fonrose, financial advisor Alpharetta GA
93 score

Ward Fonrose

CRD Number: 1436794
Current Firm: E*trade Capital Management, LLC

Ward Fonrose (CRD# 1436794) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Alpharetta, GA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Alpharetta, GA Oct 2012 - Current 4
Wts Proprietary Trading Group LLC Atlanta, GA Feb 2012 - Sep 2012 < 1
Roswell Capital Partners, LLC Alpharetta, GA Aug 2011 - Jan 2012 < 1
E*trade Capital Management LLC Alpharetta, GA Oct 2008 - Jun 2011 2
E*trade Securities LLC Alpharetta, GA Mar 2006 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Dec 1992
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Ward E. Fonrose
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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