Brian
Gilroy

E*Trade Capital Management, LLC

CRD#6052011
Investment Advisor
in New York, NY
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About this Advisor

Brian Gilroy is a certified financial planner who works in New York, New York, who has 12 years in the industry. Gilroy is currently employed by E*Trade Capital Management, LLC. During their career, Gilroy has held roles at Hfp Capital Markets, LLC, Wjg Cpa, Co, Jacksonville University, Maxim Group LLC, Fidelity Brokerage Services LLC, E*Trade Capital Management LLC and E*Trade Securities LLC. Gilroy maintains Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in New Jersey and Texas. E*Trade Capital Management, LLC is a registered investment firm headquartered in New York, New York. It controls $5 billion in assets under management between its 29,958 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm performs 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 largely vary depending on which services are offered. However, fees charged by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, Series 65, Certified Financial Planner

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

145 E 42Nd St
New York, NY 10017

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$5,444,881,787

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

29,958

NY Average: 3,892
Average Account Size

$181,751

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

Brian Gilroy Work History

Brian has 12 years of experience.

2017 - Present (2 years)

E*Trade Capital Management LLC

2017 - Present (2 years)

E*Trade Securities LLC

2014 - 2014 (0 years)

Maxim Group LLC

2014 - 2017 (3 years)

Fidelity Brokerage Services LLC

2012 - 2014 (2 years)

Hfp Capital Markets, LLC

2011 - 2012 (1 years)

Wjg Cpa, Co

2010 - 2011 (1 years)

Jacksonville University

2006 - 2010 (4 years)

Jacksonville University

Disclosures

Brian Gilroy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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