TD Ameritrade Holding Corp.

TD Ameritrade Holding Corp.

TD Ameritrade Holding Corp.

Overview
Date Founded

1975

Headquarters

200 South 108th Avenue, Omaha, NE, 68154, USA

Type of Company

Public

Employees (Worldwide)

5,001 - 10K

Industries

Investment Banking & Brokerage
Other Business & Consulting Services
IT Consulting & Services
Accounting & Financial Services
Computer Software

Company Description

TD Ameritrade Holding Corporation (NYSE: AMTD), through its brokerage subsidiaries, combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and outstanding client service to create the ultimate financial services experience. Now home to the award-winning thinkorswim trading technology* and the Investools investor education program – TD Ameritrade provides millions of retail investors, traders and independent Registered Investment Advisors (RIAs) the tools, service and support they need to help build confidence in today's rapidly changing market environment

Contact Data
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Executives & Employees

Chief Financial Officer

Chief Marketing Officer

Chief Information Officer

Director, President & Chief Executive Officer of the TD Bank Group

Head of Investor Relations

President, Retail

President, TD Ameritrade Institutional

Managing Director, Corporate Communications

Managing Director, Enterprise Strategy & Corporate Development

Managing Director, Integration Management Office

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TD Ameritrade Holding Corp.
Owners & Shareholders
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Millennium Management is a global investment management firm with more than 1,300 employees, approximately $20.0 billion in assets under management, and offices in the United States, Europe, and Asia. Founded in 1989, Millennium employs a global multi-strategy investment approach, opportunistically engaging in a broad array of trading and investing strategies.

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GS&Co.'s PWM manages advisory accounts and invest it in multiple asset classes. The firm utilizes strategies that invest in particular asset classes and investments, including structured investments (including structured notes, certificates of deposit, warrants, ownership units and other types of investment interests whose return is dependent upon the returns of one or more referenced assets) and listed and OTC options. Depending on the strategy selected, there may be embedded leverage in options, futures and other securities.

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DLD’s primary method of analysis is fundamental analysis and they engage in event driven type strategies in order to pursue high returns on a risk-adjusted basis. The firm attempts to profit by understanding dynamic/fluid catalyst-driven situations, particularly in the equity and equity derivative markets, and structuring trades appropriately around this understanding. By using a diverse set of hedging instruments, DLD seeks to generate returns while limiting volatility and mitigating risk. The firm diversifies their portfolio by examining and investing in a diverse group of opportunities and by utilizing a spectrum of derivative hedging strategies. These strategies are focused on absolute returns while generally providing better risk/reward when compared to traditional event driven strategies.

Recent Transactions
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The Charles Schwab Corp. purchases TD Ameritrade Holding Corp.

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TD Ameritrade Holding Corp. issued . USD Common Stock

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TD Ameritrade Holding Corp. purchases Scottrade Financial Services, Inc.

Transaction Advisors
Legal Advisor

Advised onTD Ameritrade Holding Corp. issued . USD Common Stock

Legal Advisor

Advised onThe Charles Schwab Corp. purchases TD Ameritrade Holding Corp.

Investment Advisor

Advised onTD Ameritrade Holding Corp. purchases Scottrade Financial Services, Inc.

Legal Advisor

Advised onTD Ameritrade Holding Corp. issued . USD Common Stock

Legal Advisor

Advised onThe Charles Schwab Corp. purchases TD Ameritrade Holding Corp.

Legal Advisor

Advised onTD Ameritrade Holding Corp. issued . USD Common Stock

Advisors & Consultants
Senior Advisor

Former President, Chief Executive Officer & Director at TD Ameritrade Holding Corp.

Advisor

Former Executive Vice President & Chief Financial Officer at TD Ameritrade Holding Corp.

Special Advisor

Special Adviser to Tim Hockey at TD Ameritrade, Inc.

Clients

Hennessy Advisors, Inc. engages in managing, servicing and marketing open-end mutual funds branded as the Hennessy Funds. It manages domestic equity, multi-asset, or sector and specialty products. The company was founded on February 1, 1989 and is headquartered in Novato, CA.

Key Stats and Financials As of
Market Capitalization
$21.2B
Total Enterprise Value
Earnings Per Share
Non-Profit Donations & Grants
Investments
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Hyper Labs, Inc. is an artificial intelligence company specializing in the automation of office work for companies and government organizations. Its product, HS Forms, uses advanced computer vision techniques to process documents, identify content types, and extract the content. The firm also offers HS Freeform, a platform that identifies and extracts all relevant data from unstructured text for straight through processing, and HS Evaluate, an application designed for organizations, which process complex claims or applications that require evaluation and contextual judgment.

Suppliers
Mack-Cali Realty Corp. Trusts & Funds | Edison, NJ

Mack-Cali Realty Corp. is a real estate investment trust, which owns and operates a real estate portfolio comprised predominantly of Class A office and office flex properties located primarily in the Northeast. It operates through the following two segments: Commercial and Other Real Estate, and Multi-Family Real Estate and Services. The Commercial and Other Real Estate and Multi-Family Real Estate Portfolio segments provides leasing, property management, acquisition, development, construction, and tenant-related services. The company was founded in 1949 and is headquartered in Jersey City, NJ.

TD Bank Group Accounting & Financial Services | Toronto, Canada

TD Bank is one of the 10 largest banks in the U.S. But we're not like other banks. We're open early, open late and we're even open weekends. We have FREE customer coin counting. We let people keep our pens. And we even have dog biscuits for our four-legged guests. We work hard to create the best experience for our customers. That's what it means to bank human. That's what it means to be Americas Most Convenient Bank®. Our customers say it best. It's more than a name that connects our 1,300+ Stores from Maine to Florida. It's our commitment to convenience and taking the time to listen to our customers. Don't take our word for it. Take theirs.

SolarWinds Corp. IT Consulting & Services | Austin, TX

SolarWinds Corp. engages in the provision of information technology (IT)infrastructure management software. It provides network management, systems management, database management, IT security, IT helpdesk, and cloud services. The company was founded in 1999 and is headquartered in Austin, TX.

Competitors
Morgan Stanley Investment Banking & Brokerage - New York, NY

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Bank of America Corp. Retail & Commercial Banking - Charlotte, NC

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The Global Wealth and Investment Management provides client experience through a network of financial advisors focused on to meet their needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other.

The Charles Schwab Corp. Investment Banking & Brokerage - San Francisco, CA

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

Awards & Honors
Rank #680
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
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