Genna
Trinidad
E*Trade Capital Management, LLC
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About this Advisor
Genna Trinidad is a financial advisor operating in Sandy, Utah who has 6 years of industry experience. Trinidad currently works for E*Trade Capital Management, LLC. During their career, the advisor has held roles at Cognizant, Directed Services LLC, Morgan Stanley, E*Trade Securities LLC and E*Trade Capital Management LLC. Trinidad holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Texas and Utah. E*Trade Capital Management, LLC is a financial advisory company that has its headquarters in Arlington, VA. It oversees $7 billion in assets under management between its 90,806 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 15 charitable organizations. Of its 90,806 customer accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in investable assets. E*Trade Capital Management, LLC performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services vary depending on the 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
Genna Trinidad Work History
Genna has been registered as a financial advisor for 6 years.*
E*Trade Securities LLC
E*Trade Capital Management LLC
Morgan Stanley
Morgan Stanley
Cognizant
Directed Services LLC
*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 Genna Trinidad 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
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Arlington, VA
Arlington, VA
Seattle, WA
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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