Ezra Szvoboda, financial advisor Arlington VA

Ezra Szvoboda

CRD Number: 6766576
Current Firm: E*trade Capital Management, LLC

Ezra Szvoboda (CRD# 6766576) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Sandy, UT Jul 2019 - Current 1
E*trade Capital Management LLC Sandy, UT Jul 2019 - Current 1
E*trade Capital Management, LLC Sandy, UT Jul 2019 - Jul 2019 < 1
E*trade Securities LLC Sandy, UT Mar 2017 - Jul 2019 2
Olive Garden South Jordan, UT Jan 2017 - Apr 2018 1
Lds Business College Salt Lake City, UT Mar 2016 - Jan 2017 < 1
Lds Business College Salt Lake City, UT Aug 2015 - Mar 2016 < 1
Bofrost Luzern, Mar 2014 - Jul 2015 1
The Church Of Jesus Christ Of Latter-day Saints Salzburg, Jan 2012 - Feb 2014 2
Farbax Zurich, Jun 2011 - Jan 2012 < 1
British International School Vietnam Ho Chi Minh City, Mar 2007 - Jun 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Ezra Szvoboda
Phone Number: (703) 247-3700
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    7,788
    MILLIONS
  • Total Number of Accounts
    49,527
    ACCOUNTS
  • Average Account Value
    $157,249
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)
  • Publication of periodicals or newsletters
  • 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, WY

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