Andrew
Cohen

E*Trade Capital Management, LLC

CRD#4775600
Investment Advisor
in New York, NY
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About this Advisor

Andrew Cohen is a chartered financial analyst based out of New York, New York, who has been in the financial industry for 12 years. Cohen is an employee of E*Trade Capital Management, LLC. Over the course of their career, they have held roles at Citigroup Global Markets Inc, Rr Advisory Group - Mariner Wealth Advisors, E*Trade Securities LLC and E*Trade Capital Management LLC. Cohen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in New Jersey and Texas. E*Trade Capital Management, LLC is a business headquartered in New York, New York. It controls $5 billion in total assets across its 29,958 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. E*Trade Capital Management, LLC offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically depend on which services are provided. However, fee types billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

11 Times Square 32Nd Fl
New York, NY 10036

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,673,424,781

NY Average: $7,464,549,021
Total Number of Accounts

35,265

NY Average: 3,892
Average Account Size

$160,880

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Andrew Cohen Work History

Andrew has 12 years of experience.

2015 - Present (4 years)

E*Trade Securities LLC

2015 - Present (4 years)

E*Trade Capital Management LLC

2011 - 2015 (4 years)

Rr Advisory Group - Mariner Wealth Advisors

2006 - 2011 (5 years)

Citigroup Global Markets Inc

Disclosures

Andrew Cohen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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