E*Trade Capital Management, LLC
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About this Advisor
Samuel Thomas is a certified financial planner who works out of New York, New York, who has been in the industry for 11 years. Thomas is currently employed by E*Trade Capital Management, LLC. During their career, Thomas has held roles at Linsco Private Ledger, Central Coast Financial Planning, Inc, E*Trade Capital Management LLC, E*Trade Securities LLC, Evolution Management Systems, K-Designers and Premier Mentoring. Thomas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas and Utah. E*Trade Capital Management, LLC is a firm that has its headquarters in New York, New York. It oversees $5 billion in total assets between its 29,958 accounts, making it one of the largest firms in the nation 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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E*Trade Capital Management, LLC Brokerage Details
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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
Samuel Thomas Work History
Samuel has 11 years of experience.
E*Trade Capital Management LLC
E*Trade Securities LLC
Evolution Management Systems
Evolution Management Systems
Linsco Private Ledger
Central Coast Financial Planning, Inc
Samuel Thomas has no disclosures.
Please visit their SEC profile for more details.