Joseph
Tieber

E*Trade Capital Management, LLC

CRD#3200920
Investment Advisor
in Iron Station, NC

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About this Advisor

Joseph Tieber is a financial advisor working in Iron Station, North Carolina with a total of 1 year of industry experience. Tieber is on the advisory team at E*Trade Capital Management, LLC. Throughout their career, Tieber has worked at Tiaa, Alight Financial Advisors, Alight Financial Solutions, E*Trade Capital Management LLC and E*Trade Securities LLC. Tieber has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. E*Trade Capital Management, LLC is a financial advisory firm headquartered in Arlington, VA. It has $7 billion in assets under management among its 90,806 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 15 charities and foundations. Of its 90,806 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. E*Trade Capital Management, LLC has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Iron Station, NC

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

NC Average: $1,835,309,194
Total Number of Accounts

90,806

NC Average: 1,458
Average Account Size

$81,564

NC Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joseph Tieber Work History

Joseph has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

E*Trade Capital Management LLC

2022 - Present (2 years)

E*Trade Securities LLC

2019 - 2022 (3 years)

Alight Financial Advisors

2019 - 2022 (3 years)

Alight Financial Solutions

2013 - 2019 (6 years)

Tiaa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Tieber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at E*Trade Capital Management, LLC

Richard Gunderud
Arlington, VA
Steven Brown
Sandy, UT
Mason Bartlett
Arlington, VA
Monica Hall
Arlington, VA
Steven Naylor
Arlington, VA
James Dean
Arlington, VA
David Archibald
Sandy, UT
Connor Berkery
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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