Anthony
Stapleton

E*Trade Capital Management, LLC

CRD#2227827
Investment Advisor
in Arlington, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anthony Stapleton is a financial advisor operating in Arlington, Virginia who has 5 years of industry experience. Stapleton works at E*Trade Capital Management, LLC. Their career trajectory has included roles at Morgan Stanley, Scottrade, Inc, E*Trade Securities LLC and E*Trade Capital Management LLC. Stapleton maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in California and Texas. E*Trade Capital Management, LLC is a company that has its headquarters in Arlington, VA. It administers $7 billion in assets under management between its 90,806 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 15 charities and foundations. Of its 90,806 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. E*Trade Capital Management, LLC performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. Fees billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

671 N. Glebe Road 13Th Floor
Arlington, VA 22203

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

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

90,806

VA Average: 1,458
Average Account Size

$81,564

VA 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

Anthony Stapleton Work History

Anthony has been registered as a financial advisor for 5 years.*

2023 - Present (1 year)

Morgan Stanley

2018 - Present (6 years)

E*Trade Securities LLC

2018 - Present (6 years)

E*Trade Capital Management LLC

2005 - 2018 (13 years)

Scottrade, 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 Anthony Stapleton 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

Raymond Harrison
Arlington, VA
Mark Sargon
Arlington, VA
Steven Naylor
Arlington, VA
Richard Capurso
Arlington, VA
Austin Arnett
Arlington, VA
Damon Rice
Sandy, UT
David Archibald
Sandy, UT
Mason Bartlett
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started