Ned
Cohen

E*Trade Capital Management, LLC

CRD#7154301
Investment Advisor
in Minneapolis, MN

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About this Advisor

Ned Cohen is a financial advisor based in Minneapolis, Minnesota with a total of 3 years of relevant experience. Cohen works at E*Trade Capital Management, LLC. Their career trajectory has included roles at E*Trade Securities LLC, Reckitt Benkiser, Natureworks LLC, Saint Paul Jewish Community Center, Kindercare Education, Egale Club, Pizza Ranch, Camp Butwin, Univeristy Of Minnesota Morris, E*Trade Capital Management LLC and Morgan Stanley. Cohen maintains Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to operate in Minnesota. E*Trade Capital Management, LLC is a registered investment company that has its headquarters in Arlington, VA. It administers $7 billion in assets between its 90,806 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 15 charities and foundations. Of its 90,806 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets. E*Trade Capital Management, LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. However, fees billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63

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

8300 Norman Center Drive Suite 1150
Minneapolis, MN 55437

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

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

90,806

MN Average: 1,458
Average Account Size

$81,564

MN 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

Ned Cohen Work History

Ned 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

2019 - 2019 (< 1 year)

E*Trade Securities LLC

2019 - 2020 (1 year)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2018 - 2019 (1 year)

Reckitt Benkiser

2017 - 2018 (1 year)

Natureworks LLC

2016 - 2017 (1 year)

Saint Paul Jewish Community Center

2014 - 2016 (2 years)

Kindercare Education

2013 - 2014 (1 year)

Egale Club

2012 - 2013 (1 year)

Pizza Ranch

2011 - 2014 (3 years)

Camp Butwin

2010 - 2014 (4 years)

Univeristy Of Minnesota Morris

*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 Ned Cohen 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
Julie Alger
Sandy, UT
Connor Berkery
Seattle, WA
Richard Capurso
Arlington, VA
Austin Arnett
Arlington, VA
Joseph Serbinski
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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