Kevin
Lewis
E*Trade Capital Management, LLC
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About this Advisor
Kevin Lewis is a financial advisor working in Arlington, Virginia with a total of 1 year of industry experience. Lewis is currently employed by E*Trade Capital Management, LLC. Throughout their career, they have worked at Edward Jones, Aguafria Union High School District, Iron Horse Legal Services, John Hancock, John Hancock Funds, LLC, John Hancock Advisers, LLC, John Hancock Distributors LLC, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Lewis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arizona and Utah. E*Trade Capital Management, LLC is a registered investment business operating out of Arlington, VA. It oversees $7 billion in assets across its 90,806 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 15 charities and foundations. Of its 90,806 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely are based on the type of services provided. However, fees billed by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E*Trade Capital Management, LLC Brokerage Details
$7,406,529,807
90,806
$81,564
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kevin Lewis Work History
Kevin has been registered as a financial advisor for 1 years.*
E*Trade Securities LLC
E*Trade Capital Management LLC
Morgan Stanley
John Hancock Distributors LLC
John Hancock
John Hancock Funds, LLC
John Hancock Advisers, LLC
Edward Jones
Aguafria Union High School District
Iron Horse Legal Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at E*Trade Capital Management, LLC
Seattle, WA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Sandy, UT
Arlington, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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