Steven Werner, financial advisor Arlington VA

Steven Werner

CRD Number: 4249811
Current Firm: E*trade Capital Management, LLC

Steven Werner (CRD# 4249811) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management LLC Berwyn, PA Jan 2021 - Current < 1
E*trade Securities LLC Berwyn, PA Jan 2021 - Current < 1
E*trade Capital Management LLC King Of Prussia, PA Apr 2009 - Jan 2021 11
E*trade Securities LLC King Of Prussia, PA Oct 2006 - Jan 2021 14
E*trade Savings Bank King Of Prussia, PA Sep 2007 - Oct 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Steven D. Werner
Phone Number: (703) 247-3700
Firm Website: https://www.etrade.com
Registered State(s):
  • PA
  • TX
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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