Peter
Klimkow
E*Trade Capital Management, LLC
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About this Advisor
Peter Klimkow is a financial advisor based in Chicago, Illinois with 5 years of industry experience. Klimkow is an advisor for E*Trade Capital Management, LLC. During their career, the advisor has held roles at City Staffing, Zacks Investment Management, City Of Evanston, Ymca Camp Echo, Lbmz Securities Inc, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Klimkow holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. E*Trade Capital Management, LLC is a firm based out of Arlington, VA. It controls $7 billion in total assets across its 90,806 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 90,806 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. The business provides 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 are based 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
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
Peter Klimkow Work History
Peter has been registered as a financial advisor for 5 years.*
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Lbmz Securities Inc
Zacks Investment Management
City Staffing
City Of Evanston
Ymca Camp Echo
*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 Peter Klimkow 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
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Arlington, VA
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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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