Sean
Racz

E*Trade Capital Management, LLC

CRD#7024313
Investment Advisor
in Arlington, VA

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About this Advisor

Sean Racz is a financial advisor who works out of Arlington, Virginia with 3 years of industry experience. Racz is an employee of E*Trade Capital Management, LLC. The advisor has gained experience at Edward Jones, Texas A&M University, Corpus Christi, Texas A&M University Corpus Christi, Islander Anglers Big Brother/Sister Non-Profit, Zeppelin Systems, Mortan Ranch Highschool, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Racz maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. E*Trade Capital Management, LLC is a registered investment firm that has its headquarters in Arlington, VA. It oversees $7 billion in assets between its 90,806 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 15 charitable organizations. Of its 90,806 accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually are based on which services the firm provides the client. However, fee types billed by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

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

671 N. Glebe Road 13Th Floor
Arlington, VA 22203

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

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

90,806

VA Average: 1,458
Average Account Size

$81,564

VA 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

Sean Racz Work History

Sean has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Morgan Stanley

2020 - Present (4 years)

E*Trade Securities LLC

2020 - Present (4 years)

E*Trade Capital Management LLC

2018 - 2020 (2 years)

Edward Jones

2017 - 2018 (1 year)

Texas A&M University, Corpus Christi

2016 - 2016 (< 1 year)

Texas A&M University Corpus Christi

2016 - 2016 (< 1 year)

Islander Anglers Big Brother/Sister Non-Profit

2015 - 2016 (1 year)

Texas A&M University Corpus Christi

2015 - 2015 (< 1 year)

Zeppelin Systems

2014 - 2014 (< 1 year)

Zeppelin Systems

2013 - 2013 (< 1 year)

Zeppelin Systems

2008 - 2015 (7 years)

Mortan Ranch Highschool

*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 Sean Racz 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

Kevin Carson
Arlington, VA
Sherman Daal
Arlington, VA
Richard Capurso
Arlington, VA
Ian Barr
Arlington, VA
Danica Rumney
Alpharetta, GA
David Archibald
Sandy, UT
Joseph Tieber
Iron Station, NC

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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