John Abreu, financial advisor Chicago IL

John Abreu

CRD Number: 5766216
Current Firm: E*trade Capital Management, LLC

John Abreu (CRD# 5766216) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Chicago, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC Chicago, IL Sep 2017 - Current 3
E*trade Capital Management LLC Chicago, IL Sep 2017 - Current 3
Merchant Warehouse Boston, MA Jun 2009 - Jun 2018 9
Morgan Stanley Private Bank, National Association New York, NY Apr 2015 - Sep 2017 2
Morgan Stanley Garden City, NY Mar 2015 - Sep 2017 2
Brookhaven Memorial Hospital Patchogue, NY Mar 2014 - Mar 2017 3
Bank Of America, N.a. Smithtown, NY Jun 2011 - Mar 2015 3
Merill Lynch Smithtown, NY Apr 2011 - Mar 2015 3
Jp Morgan Chase Bank Farmingville, NY Mar 2010 - May 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for John Abreu
Phone Number: (703) 247-3700
Firm Website: https://www.etrade.com
Registered State(s):
  • IL
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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