E*trade Capital Management, LLC

E*trade Capital Management, LLC (CRD# 42159) is a financial advisory firm headquartered in New York, NY. They manage $3,198,904,000 in 19,200 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,199
    MILLION
  • 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
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

Financial Advisors at E*trade Capital Management, LLC
Showing 1 - 10 of 588 top financial advisors.
1
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.
2
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.

3
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 7 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.

4
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 12 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.

5
Matthew S. Deviney
CRD#: 2725321
150 Allendale Road, King Of Prussia, PA 19406
96
Wealthminder
score

Matthew Deviney (CRD# 2725321) is an Investment Advisor Representative working at E*trade Capital Management, LLC in King Of Prussia, PA and has over 19 years of experience in the finance industry.

6
Lance P. Eaton
CRD#: 4129111
1271 Avenue Of The Americas, 14th Fl, New York, NY 10020
96
Wealthminder
score

Lance Eaton (CRD# 4129111) is an Investment Advisor Representative working at E*trade Capital Management, LLC in New York, NY and has over 16 years of experience in the finance industry. Lance Eaton 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
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 18 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.

8
Paul B. Gesina
CRD#: 3000799
7150 East Camelback Road, Suite 120, Scottsdale, AZ 85251
96
Wealthminder
score

Paul Gesina (CRD# 3000799) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Paul Gesina 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.

9
Robert C. Gewecke
CRD#: 2543881
532 Market Street, San Francisco, CA 94104
96
Wealthminder
score

Robert Gewecke (CRD# 2543881) is an Investment Advisor Representative working at E*trade Capital Management, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Robert Gewecke 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
Richard K. Gilbert
CRD#: 2712036
50 South 6th Street, Minneapolis, MN 55402
96
Wealthminder
score

Richard Gilbert (CRD# 2712036) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Minneapolis, MN and has over 20 years of experience in the finance industry. Richard Gilbert 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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