Ezra SzvobodaCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|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|
Total Assets Under Management7,788MILLIONS
Total Number of Accounts49,527ACCOUNTS
Average Account Value$157,249
- A percentage of assets under your management
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.