Joshua
Rando

E*Trade Capital Management, LLC

CRD#6261106
Investment Advisor
in New York, NY
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About this Advisor

Joshua Rando is a certified financial planner who works in New York, New York. Currently a registered investment advisor at E*Trade Capital Management, LLC, Rando has 13 years of professional experience as a registered investment advisor. Rando maintains Series 63 and Series 66 licenses, designating them as a securities broker. Rando can work with investors in New Jersey. Over the course of their career, Rando has held roles at Nexxlinx, Fidelity Investments, University Of Maine, Shaws Ridge Farm, Wal-Mart, Sanford High School, Husson University, E*Trade Capital Management LLC and E*Trade Securities LLC. E*Trade Capital Management, LLC is headquartered in New York, New York, and has 33 additional brick-and-mortar locations throughout the country. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 29,958 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. E*Trade Capital Management, LLC offers portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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

Joshua Rando Work History

Joshua has 13 years of experience.

2017 - Present (2 years)

E*Trade Capital Management LLC

2017 - Present (2 years)

E*Trade Securities LLC

2013 - 2017 (4 years)

Fidelity Investments

2012 - 2012 (0 years)

Nexxlinx

2010 - 2013 (3 years)

University Of Maine

2010 - 2011 (1 years)

Shaws Ridge Farm

2009 - 2009 (0 years)

Wal-Mart

2009 - 2010 (1 years)

Husson University

2005 - 2009 (4 years)

Sanford High School

Disclosures

Joshua Rando has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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