Gregory Thurman, financial advisor New York NY
93 score

Gregory Thurman

CRD Number: 1791660
Current Firm: E*trade Capital Management, LLC

Gregory Thurman (CRD# 1791660) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management LLC Sandy, UT May 2016 - Current < 1
E*trade Securities LLC Sandy, UT May 2016 - Current < 1
E*trade Capital Management LLC Sandy, UT Nov 2011 - May 2016 4
E*trade Securities LLC Sandy, UT Aug 2011 - May 2016 4
Mountain Coin Salt Lake City, UT May 2011 - Jul 2011 < 1
Fortius Financial Advisors, LLC Salt Lake, UT Apr 2004 - Jul 2011 7
Home Depot Salt Lake City, UT Sep 2010 - May 2011 < 1
Dept Of Commerce Salt Lake City, UT May 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Gregory G. Thurman
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • TX
  • UT
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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