Thomas
Mcdonnell

E*Trade Capital Management, LLC

CRD#5424182
Investment Advisor
in New York, NY
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About this Advisor

Thomas Mcdonnell is a certified financial planner based in New York, New York. Currently a registered advisor at E*Trade Capital Management, LLC, they have accrued 11 years of work experience. Mcdonnell holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Mcdonnell is able to work with investors based out of Texas and Washington. Mcdonnell has gained experience at Merrill Lynch, Lincoln Financial Group, Merill Lynch, Bank Of America Na, E*Trade Securities LLC, E*Trade Capital Management and E*Trade Capital Management LLC. E*Trade Capital Management, LLC is based out of New York, New York, and operates out of 33 locations in the country. The amount of assets the firm manages places it among the biggest firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 29,958 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. E*Trade Capital Management, LLC can offer 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, Certified Financial Planner

Years of Experience

11 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

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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

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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

Thomas Mcdonnell Work History

Thomas has 11 years of experience.

2017 - Present (2 years)

E*Trade Securities LLC

2017 - Present (2 years)

E*Trade Capital Management LLC

2013 - 2017 (4 years)

E*Trade Securities LLC

2013 - 2017 (4 years)

E*Trade Capital Management

2011 - 2013 (2 years)

Merill Lynch

2011 - 2013 (2 years)

Bank Of America Na

2009 - 2011 (2 years)

Lincoln Financial Group

2007 - 2009 (2 years)

Merrill Lynch

Disclosures

Thomas Mcdonnell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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