Timothy
Safieh

E*Trade Capital Management, LLC

CRD#2877888
Investment Advisor
in New York, NY
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About this Advisor

Timothy Safieh is a financial advisor working in New York, New York, with 10 years in the industry. Safieh is on the advisory team at E*Trade Capital Management, LLC. The advisor has gained experience at Apollo Group, Citigroup, E*Trade Capital Management LLC, E*Trade Securities LLC and E*Trade Savings Bank. Safieh maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can advise clients in California and Colorado. E*Trade Capital Management, LLC is a financial advisory business that has its headquarters in New York, New York. It oversees $5 billion in total assets among its 29,958 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm has a broad assortment 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 for financial management typically depend on the services. However, fee types billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, 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

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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

Timothy Safieh Work History

Timothy has 10 years of experience.

2016 - Present (3 years)

E*Trade Capital Management LLC

2016 - Present (3 years)

E*Trade Securities LLC

2013 - 2016 (3 years)

E*Trade Capital Management LLC

2013 - 2016 (3 years)

E*Trade Securities LLC

2012 - 2013 (1 year)

E*Trade Savings Bank

2010 - 2012 (2 years)

Citigroup

2009 - 2009 (< 1 year)

Apollo Group

Disclosures

Timothy Safieh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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