David
Archibald

E*Trade Capital Management, LLC

CRD#2389972
Investment Advisor
in Sandy, UT

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About this Advisor

David Archibald is a financial advisor based out of Sandy, Utah who has 7 years of relevant experience. Archibald is on the advisory team at E*Trade Capital Management, LLC. Archibald has gained experience at Morgan Stanley, Summit Global Investments, LLC, E*Trade Securities LLC and E*Trade Capital Management LLC. Archibald maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Texas and Utah. E*Trade Capital Management, LLC is a firm based in Arlington, VA. It administers $7 billion in assets between its 90,806 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 15 charitable organizations. Of its 90,806 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. E*Trade Capital Management, LLC provides a set of 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 usually are based on which services the firm provides the client. Fees charged by E*Trade Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

200 West Civic Center Drive 4Th Floor
Sandy, UT 84070

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E*Trade Capital Management, LLC Brokerage Details

Total Assets Under Management

$7,406,529,807

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

90,806

UT Average: 1,458
Average Account Size

$81,564

UT 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

David Archibald Work History

David has been registered as a financial advisor for 7 years.*

2023 - Present (1 year)

Morgan Stanley

2020 - Present (4 years)

E*Trade Securities LLC

2020 - Present (4 years)

E*Trade Capital Management LLC

2016 - 2020 (4 years)

E*Trade Securities LLC

2016 - 2020 (4 years)

E*Trade Capital Management LLC

2015 - 2016 (1 year)

Summit Global Investments, LLC

2014 - 2015 (1 year)

Morgan Stanley

2013 - 2014 (1 year)

Morgan Stanley

*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 David Archibald 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

Juling Yang
Arlington, VA
Richard Gunderud
Arlington, VA
Justin Ghiglieri
Arlington, VA
Richard Capurso
Arlington, VA
Mason Bartlett
Arlington, VA
Monica Hall
Arlington, VA
David Archibald
Sandy, UT
Joseph Serbinski
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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