Carlos Reyes, financial advisor Dallas TX
93 score

Carlos Reyes

CRD Number: 1225683
Current Firm: E*trade Capital Management, LLC

Carlos Reyes (CRD# 1225683) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management LLC Dallas, TX Mar 2016 - Current < 1
E*trade Securities LLC Dallas, TX Mar 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Flower Mound, TX Mar 2005 - Mar 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S66 NASAA Uniform Combined State Law Examination Jul 2005
Contact Info for Carlos Reyes
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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