Alexis
Szathmary

E*Trade Capital Management, LLC

CRD#6878873
Investment Advisor
in Arlington, VA

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About this Advisor

Alexis Szathmary is a financial advisor based in Arlington, Virginia who has 3 years of industry experience. Szathmary is currently employed by E*Trade Capital Management, LLC. Szathmary has gained experience at Edward Jones, Regions Bank, Cape 47 Lumber, The Princeton Bar And Grill, The Concord Inn And Suites, The Henna Shop, The University Of Tampa, Middle Township High School, E*Trade Securities LLC, Morgan Stanley and E*Trade Capital Management LLC. Szathmary maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. E*Trade Capital Management, LLC is an advisory business based in Arlington, VA. It manages $7 billion in total assets across its 90,806 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 90,806 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually vary depending on the services. However, fees billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

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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

Alexis Szathmary Work History

Alexis has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Morgan Stanley

2020 - Present (4 years)

E*Trade Securities LLC

2020 - Present (4 years)

E*Trade Capital Management LLC

2017 - 2020 (3 years)

Edward Jones

2017 - 2017 (< 1 year)

Regions Bank

2015 - 2015 (< 1 year)

The Concord Inn And Suites

2013 - 2016 (3 years)

Cape 47 Lumber

2013 - 2015 (2 years)

The Princeton Bar And Grill

2013 - 2017 (4 years)

The University Of Tampa

2011 - 2013 (2 years)

The Henna Shop

2009 - 2013 (4 years)

Middle Township High School

*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 Alexis Szathmary 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
Damon Rice
Sandy, UT
Monica Hall
Arlington, VA
Richard Gunderud
Arlington, VA
Mason Bartlett
Arlington, VA
Austin Arnett
Arlington, VA
David Archibald
Sandy, UT
Justin Ghiglieri
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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