Brent B. Simonich
Treasurer at LPL FINANCIAL HOLDINGS INC.
Net worth: 2 M $ as of 2024-03-30
Profile
Brent B.
Simonich is currently the Director at Junior Achievement of Greater Washington and the Chief Financial Officer at E*TRADE Clearing LLC.
He also holds the positions of Treasurer, Chief Risk Officer & Executive VP at LPL Financial Holdings, Inc., starting in 2020.
Previously, he served as the Chief Risk Officer at E*TRADE Financial Corp.
in 2020 and as the Controller, Chief Financial & Accounting Officer at E*TRADE Securities LLC.
Mr. Simonich obtained his undergraduate degree from California Polytechnic State University (San Luis Obispo).
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-02-24 | 6,773 ( 0.01% ) | 2 M $ | 2024-03-30 |
Brent B. Simonich active positions
| Companies | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Treasurer | 2020-12-13 |
E*TRADE Clearing LLC
 E*TRADE Clearing LLC Investment Banks/BrokersFinance Part of Morgan Stanley, E * TRADE Clearing LLC is a private company that provides online stock brokerage and investing services. The company is based in Rancho Cordova, CA. | Director of Finance/CFO | - |
| Junior Achievement of Greater Washington | Director/Board Member | - |
Former positions of Brent B. Simonich
| Companies | Position | End |
|---|---|---|
| E*TRADE FINANCIAL, LLC | Comptroller/Controller/Auditor | 2020-01-16 |
E*TRADE Securities LLC
 E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Director of Finance/CFO | - |
Training of Brent B. Simonich
| California Polytechnic State University (San Luis Obispo) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 4 |
|---|---|
E*TRADE Financial Corp.
 E*TRADE Financial Corp. Investment Banks/BrokersFinance E*TRADE Financial Corp. engages in the provision of investment and online stock brokerage services. It offers digital platforms and support to individual investors through phone, email, and online via two national financial centers, and in-person at regional financial centers. The company was founded by William A. Porter Jr. and Bernard A. Newcomb in 1982 and is headquartered in Arlington, VA. | Finance |
E*TRADE Clearing LLC
E*TRADE Clearing LLC Investment Banks/BrokersFinance Part of Morgan Stanley, E * TRADE Clearing LLC is a private company that provides online stock brokerage and investing services. The company is based in Rancho Cordova, CA. | Finance |
E*TRADE Securities LLC
E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Finance |
| Junior Achievement of Greater Washington |
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