Daniel
Whysong
E*Trade Capital Management, LLC
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About this Advisor
Daniel Whysong is a financial advisor who works in Sandy, Utah who has 1 year of relevant experience. Whysong works at E*Trade Capital Management, LLC. Throughout their career, they have worked at Wells Fargo Clearing Services, Wells Fargo Bank, Wells Fargo First Clearing, E*Trade Securities LLC, E*Trade Capital Management LLC and Morgan Stanley. Whysong maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas and Utah. E*Trade Capital Management, LLC is a company that has its headquarters in Arlington, VA. It has $7 billion in assets between its 90,806 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 15 charities and foundations. Of its 90,806 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. E*Trade Capital Management, LLC provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of services offered. However, fees billed by E*Trade Capital Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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E*Trade Capital Management, LLC Brokerage Details
$7,406,529,807
90,806
$81,564
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Whysong Work History
Daniel has been registered as a financial advisor for 1 years.*
Morgan Stanley
E*Trade Securities LLC
E*Trade Capital Management LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Wells Fargo First Clearing
*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 Daniel Whysong 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
Arlington, VA
Arlington, VA
Arlington, VA
Arlington, VA
Sandy, UT
Arlington, VA
Sandy, UT
Arlington, VA
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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