Michael
Wenc
E*Trade Capital Management, LLC
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About this Advisor
Michael Wenc is a financial advisor based out of Chicago, Illinois who has 5 years of industry experience. Wenc is currently employed by E*Trade Capital Management, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Mugsys, Tjx Companies, Hotel Arista, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Wenc maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Illinois. E*Trade Capital Management, LLC is a financial advisory business that has its headquarters in Arlington, VA. It administers $7 billion in assets across its 90,806 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 15 charities and foundations. Of its 90,806 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. E*Trade Capital Management, LLC has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the financial services provided. However, fee types 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
Michael Wenc Work History
Michael has been registered as a financial advisor for 5 years.*
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
E*Trade Securities LLC
E*Trade Capital Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Mugsys
Tjx Companies
Hotel Arista
Hotel Arista
*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 Michael Wenc 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
Arlington, VA
Sandy, UT
Seattle, WA
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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