Kate LynottCRD Number: 5065876
Current Firm: E*trade Capital Management, LLC
Kate Lynott (CRD# 5065876) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 13 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|E*trade Securities LLC||Jersey City, NJ||Feb 2020 - Current||1|
|E*trade Capital Management LLC||Jersey City, NJ||Feb 2020 - Current||1|
|E*trade Capital Management LLC||Jersey City, NJ||Dec 2019 - Feb 2020||< 1|
|E*trade Securities LLC||Jersey City, NJ||Dec 2019 - Feb 2020||< 1|
|E*trade Securities LLC||New York, NY||Dec 2018 - Dec 2019||1|
|E*trade Capital Management, LLC||New York, NY||Dec 2018 - Dec 2019||1|
|E*trade Securities LLC||Jersey City, NJ||Feb 2017 - Dec 2018||1|
|E*trade Capital Management LLC||Jersey City, NJ||Feb 2017 - Dec 2018||1|
|E*trade Securities LLC||Jersey City, NJ||Feb 2016 - Feb 2017||1|
|E*trade Capital Management||Jersey City, NJ||Feb 2016 - Feb 2017||1|
|E*trade Securities LLC||Jersey City, NJ||Apr 2014 - Feb 2016||1|
|E*trade Capital Management||Jersey City, NJ||Apr 2014 - Feb 2016||1|
|G.research, Inc.||Rye, NY||Aug 2013 - Apr 2014||< 1|
|Gamco Asset Management Inc.||Rye, NY||Aug 2013 - Apr 2014||< 1|
|Independent Financial Group||San Diego, CA||Apr 2011 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management9,676MILLIONS
Total Number of Accounts78,360ACCOUNTS
Average Account Value$123,486
- 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
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