Julius
Agbonbhase

E*Trade Capital Management, LLC

CRD#5591820
Investment Advisor
in New York, NY
Are you Julius Agbonbhase? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Julius Agbonbhase is a financial advisor whose office is in New York, New York. Currently a registered investment advisor with E*Trade Capital Management, LLC, Agbonbhase has 10 years of experience as a financial advisor. Agbonbhase holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Agbonbhase can serve investors based out of California and Texas. Throughout their career, Agbonbhase has worked at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Inc, Morgan Stanley Smith Barney, 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 brick-and-mortar locations in the country. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 29,958 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. E*Trade Capital Management, LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

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

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Julius Agbonbhase Work History

Julius has 10 years of experience.

2013 - Present (6 years)

E*Trade Capital Management, LLC

2013 - Present (6 years)

E*Trade Securities LLC

2010 - 2013 (3 years)

Morgan Stanley Smith Barney

2008 - 2010 (2 years)

Waddell & Reed, Inc

2008 - 2010 (2 years)

Various Insurance Carriers For W & R Insurance Agencies, Inc

Disclosures

Julius Agbonbhase has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started