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E*Trade Capital Management, LLC




There are no insights from this firm to display at this time.


ETF Holdings

Name Assets
iShares Core US Aggregate Bond ETF $184,199,000
iShares Russell 1000 Growth ETF $155,195,000
iShares Russell 1000 Value ETF $149,935,000
Vanguard FTSE All-World ex US Index Fund $116,130,000
SPDR S&P 500 ETF Trust $115,456,000
iShares US Credit Bond ETF $114,883,000
iShares Russell 2000 Growth ETF $49,968,000
iShares Russell 2000 Value ETF $46,817,000
Guggenheim S&P 500 Equal Weight ETF $31,667,000
iShares Russell 2000 ETF $27,596,000
iShares iBoxx $ High Yield Corporate Bond ETF $26,401,000
Vanguard Short-Term Bond Index Fund $25,927,000
iShares TIPS Bond ETF $25,460,000
iShares MBS ETF $24,642,000
Vanguard Emerging Markets Stock Index Fund $21,330,000
Vanguard High Dividend Yield Index Fund $21,191,000
iShares Intermediate Credit Bond ETF $9,740,000
iShares 7-10 Year Treasury Bond ETF $7,952,000
iShares International Select Dividend ETF $7,009,000
iShares 10+ Year Credit Bond ETF $6,685,000
PowerShares S&P 500 BuyWrite Portfolio $6,054,000
PowerShares Preferred Portfolio $5,816,000
Guggenheim Multi-Asset Income ETF $5,574,000
Vanguard Mega Cap Growth Index Fund $5,359,000
iShares MSCI EAFE ETF $4,563,000
Vanguard Mid-Cap Value Index Fund $4,555,000
Vanguard Mid-Cap Index Fund $4,124,000
SPDR Dow Jones REIT ETF $3,701,000
SPDR Bloomberg Barclays International Treasury Bond ETF $3,657,000
iShares 3-7 Year Treasury Bond ETF $3,501,000
iShares MSCI EAFE Small-Cap ETF $3,129,000
iShares JPMorgan USD Emerging Markets Bond ETF $2,988,000
iShares 1-3 Year Treasury Bond ETF $2,597,000
Vanguard Dividend Appreciation Index Fund $1,958,000
Vanguard Mid-Cap Growth Index Fund $1,861,000
SPDR Dow Jones Industrial Average ETF Trust $1,598,000
iShares Morningstar Large-Cap Growth ETF $1,575,000
SPDR Bloomberg Barclays High Yield Bond ETF $1,214,000
iShares S&P 500 Value ETF $1,170,000
iShares 20+ Year Treasury Bond ETF $1,152,000
iShares 1-3 Year Credit Bond ETF $952,000
Vanguard Mega Cap Value Index Fund $910,000
SPDR Bloomberg Barclays Short Term High Yield Bond ETF $826,000
Vanguard Total Bond Market Index Fund $815,000
Guggenheim Defensive Equity ETF $773,000
iShares MSCI EAFE Growth ETF $753,000
iShares Floating Rate Bond ETF $753,000
Vanguard Long-Term Corporate Bond Index Fund $715,000
iShares MSCI EAFE Value ETF $697,000
VanEck Vectors Vietnam ETF $579,000
iShares MSCI Japan ETF $573,000
iShares Agency Bond ETF $531,000
SPDR Citi International Government Inflation-Protected Bond ETF $385,000
PowerShares Senior Loan Portfolio $340,000
iShares iBoxx $ Investment Grade Corporate Bond ETF $240,000
PowerShares Emerging Markets Sovereign Debt Portfolio $61,000



    Last updated on Nov. 16, 2019
      • $5.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 35K
      • $160.9K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Deanna Constance Norris
    March 2013
    Hailey N. Short
    April 2019
    Jacob Thurgood Castleton
    March 2017
    Andrew Charles Garbarini
    November 2013
    Kevin M Hanley
    May 2019

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      E*Trade Bank -- --
      E*Trade Futures LLC -- --
      E*Trade Securities LLC Broker-Dealer --



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Michael Joseph Murphy Chief Executive Officer / Elected Manager December, 2018 less than 5%
        Michael John Curcio Vice President December, 2018 less than 5%
        Michael Seth Loewengart Chief Investment Officer / Elected Manager October, 2016 less than 5%
        Richard Matthew Messina Vice President / Chief Operations Officer / Elected Manager December, 2012 less than 5%
        Kristan Lee Sumner Chief Compliance Officer April, 2017 less than 5%
        Walter Bush Doggett Vice President July, 2014 less than 5%
        Brent Blain Simonich Chief Financial Officer March, 2014 less than 5%
        Lori Sue Sher Assistant Secretary August, 2013 less than 5%
        Dilia Maria Caballero Secretary February, 2008 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets