Sean
Collins

E*Trade Capital Management, LLC

CRD#2943422
Investment Advisor
in Gilbert, AZ

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About this Advisor

Sean Collins is a financial advisor operating in Gilbert, Arizona with 2 years of industry experience. Collins is on the advisory team at E*Trade Capital Management, LLC. Collins has gained experience at Mid Atlantic Capital Corporation, Olympus Financial Advisors, Mid Atlantic Financial Management, Inc, Bbva Compass Bank, Bbva Securities Inc, Morgan Stanley Smith Barney LLC, Mass Mutual Trust Company, Bbva Compass Insurance Agency, Inc, Bbva Wealth Solutions Inc, Beach Body, Proequities Inc, Futurity First Insurance Group, Lpl Financial LLC, Desert Schools Services, LLC, Dynamic Wealth Advisors, E*Trade Securities LLC and E*Trade Capital Management LLC. Collins holds Series 65, Series 66 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. E*Trade Capital Management, LLC is a registered investment firm that has its headquarters in Arlington, VA. It controls $7 billion in total assets among its 90,806 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 90,806 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. The business has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the type of services offered. However, fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 66, Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

111 East Rivulon Blvd. Suite 120
Gilbert, AZ 85295

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

AZ Average: $1,835,309,194
Total Number of Accounts

90,806

AZ Average: 1,458
Average Account Size

$81,564

AZ Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Sean Collins Work History

Sean has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2021 - Present (3 years)

E*Trade Securities LLC

2021 - Present (3 years)

E*Trade Capital Management LLC

2018 - 2021 (3 years)

Dynamic Wealth Advisors

2017 - 2018 (1 year)

Lpl Financial LLC

2017 - 2018 (1 year)

Desert Schools Services, LLC

2016 - 2016 (< 1 year)

Beach Body

2016 - 2016 (< 1 year)

Proequities Inc

2016 - 2016 (< 1 year)

Futurity First Insurance Group

2015 - 2016 (1 year)

Bbva Compass Bank

2015 - 2016 (1 year)

Bbva Securities Inc

2015 - 2016 (1 year)

Bbva Compass Insurance Agency, Inc

2015 - 2016 (1 year)

Bbva Wealth Solutions Inc

2014 - 2015 (1 year)

Mass Mutual Trust Company

2013 - 2014 (1 year)

Mid Atlantic Capital Corporation

2013 - 2014 (1 year)

Olympus Financial Advisors

2013 - 2014 (1 year)

Mid Atlantic Financial Management, Inc

*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 Sean Collins 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

Mason Bartlett
Arlington, VA
Steven Naylor
Arlington, VA
James Dean
Arlington, VA
Richard Capurso
Arlington, VA
Richard Gunderud
Arlington, VA
Joseph Serbinski
Arlington, VA
David Archibald
Sandy, UT
Juling Yang
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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