Peter Holback, financial advisor San Francisco CA

Peter Holback

CRD Number: 6897651
Current Firm: E*trade Capital Management, LLC

Peter Holback (CRD# 6897651) is an Investment Advisor Representative working at E*trade Capital Management, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Securities LLC San Francisco, CA May 2020 - Current 2
E*trade Capital Management LLC San Francisco, CA May 2020 - Current 2
T Rowe Price Owings Mills, MD Jul 2019 - May 2020 < 1
Jw Cole Financial Tampa, FL Apr 2019 - Jul 2019 < 1
Axa Advisors LLC New York, NY Apr 2018 - Apr 2019 1
Unemployed Towson, MD Jan 2018 - Apr 2018 < 1
Men's Health Timonium, MD Nov 2015 - Dec 2017 2
Carchex Cockeysville, MD Jul 2015 - Nov 2015 < 1
Mile One Automotive Towson, MD Mar 2015 - Jun 2015 < 1
Unemployed Kingsville, MD May 2014 - Mar 2015 < 1
Towson University Towson, MD Aug 2009 - May 2014 4
Ycs LLC Kingsville, MD Aug 2013 - Jan 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2019
Contact Info for Peter J. Holback
Phone Number: (703) 247-3700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    12,223
    MILLIONS
  • Total Number of Accounts
    96,990
    ACCOUNTS
  • Average Account Value
    $126,023
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

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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