John AbreuCRD 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.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|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|
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
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