Kevin
Carson

E*Trade Capital Management, LLC

CRD#2508863
Investment Advisor
in New York, NY
Are you Kevin Carson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Carson is a certified financial planner whose office is in New York, New York. Currently an investment advisor at E*Trade Capital Management, LLC, they have accumulated an impressive 23 years of practice in the financial advisory industry. Carson has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Carson is able to operate based out of Florida and Texas. Their career trajectory has included roles at E*Trade Capital Management, LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Schwab Private Client Inv. Adv., Inc and E*Trade Securities LLC. E*Trade Capital Management, LLC is located in New York, New York, and operates out of 33 other offices throughout the United States. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning 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 capital. 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 may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

23 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

Yes

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

$5,673,424,781

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

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

Kevin Carson Work History

Kevin has 23 years of experience.

2013 - Present (6 years)

E*Trade Capital Management, LLC

2013 - Present (6 years)

E*Trade Securities LLC

2012 - 2013 (1 year)

Schwab Private Client Inv. Adv., Inc

2006 - 2011 (5 years)

Charles Schwab Bank

1995 - 2013 (18 years)

Charles Schwab & Co., Inc

Disclosures

Kevin Carson has 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