John AbreuCRD Number: 5766216
Current Firm: E*trade Capital Management, LLC
John Abreu (CRD# 5766216) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 10 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|E*trade Securities LLC||Chicago, IL||Sep 2017 - Current||3|
|E*trade Capital Management LLC||Chicago, IL||Sep 2017 - Current||3|
|Merchant Warehouse||Boston, MA||Jun 2009 - Jun 2018||9|
|Morgan Stanley Private Bank, National Association||New York, NY||Apr 2015 - Sep 2017||2|
|Morgan Stanley||Garden City, NY||Mar 2015 - Sep 2017||2|
|Brookhaven Memorial Hospital||Patchogue, NY||Mar 2014 - Mar 2017||3|
|Bank Of America, N.a.||Smithtown, NY||Jun 2011 - Mar 2015||3|
|Merill Lynch||Smithtown, NY||Apr 2011 - Mar 2015||3|
|Jp Morgan Chase Bank||Farmingville, NY||Mar 2010 - May 2011||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2010|
|S65||NASAA Investment Advisors Law Examination||Aug 2011|
Total Assets Under Management7,788MILLIONS
Total Number of Accounts49,527ACCOUNTS
Average Account Value$157,249
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.