Michael
Nelson
E*Trade Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Nelson is a financial advisor who works out of Minneapolis, Minnesota who has 2 years of industry experience. Nelson is currently employed by E*Trade Capital Management, LLC. During their career, Nelson has held roles at Woodbury Financial Services Inc, Fidelity Investments, E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Wells Fargo Clearing Services LLC, Scottrade, Inc and Wells Fargo Bank Na. Nelson holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Minnesota. E*Trade Capital Management, LLC is an advisory 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 financial advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 90,806 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which services are provided. However, fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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 Nelson Work History
Michael has been registered as a financial advisor for 2 years.*
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Fidelity Investments
Woodbury Financial Services Inc
Wells Fargo Clearing Services LLC
Wells Fargo Bank Na
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 Michael Nelson 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.
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.
