Daniel ZacharyCRD Number: 6002694
Current Firm: E*trade Capital Management, LLC
Daniel Zachary (CRD# 6002694) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|E*trade Securities LLC||Palo Alto, CA||May 2015 - Current||2|
|E*trade Capital Management LLC||Palo Alto, CA||May 2015 - Current||2|
|Edward Jones||St Louis, MO||Dec 2011 - May 2015||3|
|Cinemark||Union City, CA||Dec 2005 - Dec 2011||6|
|San Jose State University||San Jose, CA||Aug 2005 - Dec 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management5,445MILLIONS
Total Number of Accounts29,958ACCOUNTS
Average Account Value$181,751
- 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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