E*trade Capital Management, LLC

E*trade Capital Management, LLC (CRD# 42159) is a financial advisory firm headquartered in New York, NY. They manage $5,444,881,787 in 29,958 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,445
    MILLION
  • Total Number of Accounts
    29,958
    ACCOUNTS
  • Average Account Value
    $181,751
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at E*trade Capital Management, LLC
Showing 1 - 10 of 693 top financial advisors.
1
Kevin H. Glover
CRD#: 5704017
1271 Avenue Of The Americas, 14th Fl, New York, NY 10020
101
Wealthminder
score

Kevin Glover (CRD# 5704017) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 8 years of experience in the finance industry. Kevin Glover has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel J. Hall
CRD#: 6046066
1271 Avenue Of The Americas, 14th Fl, New York, NY 10020
98
Wealthminder
score

Daniel Hall (CRD# 6046066) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 6 years of experience in the finance industry.

3
Michael W. Holl
CRD#: 5573354
1271 Avenue Of The Americas, 14th Fl, New York, NY 10020
98
Wealthminder
score
Michael Holl (CRD# 5573354) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 7 years of experience in the finance industry.
4
Claire T. Keefe
CRD#: 5404052
1271 Avenue Of The Americas, 14th Fl, New York, NY 10020
98
Wealthminder
score

Claire Keefe (CRD# 5404052) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 8 years of experience in the finance industry.

5
Robert J. Owen
CRD#: 5516835
124 University Ave, Palo Alto, CA 94301
98
Wealthminder
score

Robert Owen (CRD# 5516835) is a Corporate Services Investment Advisor Representative working at E*trade Capital Management, LLC in Palo Alto, CA and has over 10 years of experience in the finance industry.

6
Jamie Biddle
CRD#: 5579039
1345 Avenue Of The Americas, New York, NY 10105
96
Wealthminder
score

Jamie Biddle (CRD# 5579039) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 9 years of experience in the finance industry. Jamie Biddle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James F. Bossier
CRD#: 1627536
124 University Avenue, Palo Alto, CA 94301
96
Wealthminder
score

James Bossier (CRD# 1627536) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Palo Alto, CA and has over 30 years of experience in the finance industry. James Bossier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Matthew J. Brennan
CRD#: 5192775
Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ 07311
96
Wealthminder
score

Matthew Brennan (CRD# 5192775) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Jersey City, NJ and has over 11 years of experience in the finance industry.

9
David M. Brezik
CRD#: 1492105
Harborside Financial Center 501 Plaza 2, 34 Exchange Place, Jersey City, NJ 07311
96
Wealthminder
score

David Brezik (CRD# 1492105) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Jersey City, NJ and has over 13 years of experience in the finance industry. David Brezik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Alan Eleria
CRD#: 3123916
50 South Sixth Street, Suite 110, Minneapolis, MN 55402
96
Wealthminder
score

Alan Eleria (CRD# 3123916) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Minneapolis, MN and has over 19 years of experience in the finance industry. Alan Eleria has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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