Richard
Capurso

E*Trade Capital Management, LLC

CRD#2155398
Investment Advisor
in Arlington, VA

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About this Advisor

Richard Capurso is a financial advisor operating in Arlington, Virginia who has 1 year of relevant experience. Capurso is on the advisory team at E*Trade Capital Management, LLC. Over the course of their career, they have held roles at Pnc Investments, Pnc Bank, E*Trade Securities LLC, Morgan Stanley, Wells Fargo Bank Na, Wells Farbo Clearing Services, LLC and E*Trade Capital Management LLC. Capurso maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Georgia. E*Trade Capital Management, LLC is a company that has its headquarters in Arlington, VA. It handles $7 billion in assets between its 90,806 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 15 charitable organizations. Of its 90,806 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. E*Trade Capital Management, LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually depend on the type of services offered. Fees billed 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

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

Richard Capurso Work History

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

2023 - Present (1 year)

Morgan Stanley

2022 - Present (2 years)

E*Trade Securities LLC

2022 - Present (2 years)

E*Trade Capital Management LLC

2017 - 2022 (5 years)

Wells Fargo Bank Na

2017 - 2022 (5 years)

Wells Farbo Clearing Services, LLC

2015 - 2017 (2 years)

Pnc Investments

2015 - 2017 (2 years)

Pnc Bank

2013 - 2015 (2 years)

Pnc Investments

2013 - 2015 (2 years)

Pnc Bank

*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 Richard Capurso 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
Jordan Isbell
Sandy, UT
Monica Hall
Arlington, VA
Richard Capurso
Arlington, VA
Steven Naylor
Arlington, VA
Raymond Harrison
Arlington, VA
David Archibald
Sandy, UT
Mason Bartlett
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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