TD Ameritrade Holding Corp.

Overview

Date Founded

2002

Headquarters

200 South 108th Avenue,Omaha, NE 68154

Type of Company

Public

Employees (Worldwide)

9,226

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

Website

www.tdameritrade.com

Contact Data

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In The News

Legal Monitor Worldwide

December 11, 2019

SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates Whether The Sale Of These Companies Is Fair To Shareholders MDCO, TIF, AMTD, CARO

Global Banking News

December 10, 2019

-Schwab strengthens Advisor Services leadership team

The Dallas Morning News

December 8, 2019

Is D-FW becoming a magnet for consolidators like Schwab?

The Straits Times (Singapore)

December 8, 2019

He started retirement planning fresh out of college; TD Ameritrade Singapore CEO aims for return of over 10% across his portfolio of mainly equities

MoneyBeat

December 6, 2019

WSJ Wealth Adviser Briefing: Earnings Contraction, Wall Street Rent Collector, Accounting Errors

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Executives & Employees

Steve Boyle

Interim President & Chief Executive Officer

Jon Peterson

Chief Financial Officer

Ellen Koplow

Executive Vice President, General Counsel, Secretary

Spyro Karetsos

Chief Risk Officer

Vijay Sankaran

Chief Information Officer

Karen Ganzlin

Chief Human Resources Officer & Executive Vice President

Bharat B. Masrani

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

Jeffrey Goeser

Head of Investor Relations

Peter James

President, Retail

Tom Nally

President, TD Ameritrade Institutional

Board of Directors

Joseph H. Moglia

Co-Founder at Fieldpoint Private Bank & Trust

Allan R. Tessler

Chairman & Chief Executive Officer at Teton Financial Services, Inc.

Brian M. Levitt

Chancellor at Bishop's University

Karen E. Maidment

Former Chief Financial & Administrative Officer at Bank of Montreal

Frederic J. Tomczyk

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

Bharat B. Masrani

Group President & Chief Executive Officer at TD Bank Group

Todd Ricketts

Co-Owner at High Gear Bike Shop

Steve Boyle

Interim President & Chief Executive Officer at TD Ameritrade Holding Corp.

Wilbur Prezzano

Former Chairman & President, Greater China Region at Eastman Kodak Co.

V. Ann Hailey

Former Chief Financial Officer at Gilt Groupe, Inc.

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TD Ameritrade Holding Corp.

Owners & Shareholders

Details Hidden

TD Asset Management, Inc.

TDAM employs various methods of security analysis. The firm's fixed income investment philosophy is based upon strong and independent credit research. Proprietary research is vital to the firm's investment process and forms the basis for all of their investment decisions. Within the quantitative investment strategies, TDAM use a number of proprietary risk models to evaluate companies and select investments. The Low Volatility Equity strategy relies on proprietary risk models to construct optimized portfolios of stocks which have demonstrated lower long-term volatility. These risk models use statistical methods to capture the relationships between currency and stock return fluctuations. Similarly, the Systematic Alpha strategy relies on proprietary return factor models, which use statistical methods to determine the properties of stocks that have historically been associated with superior performance. Core factors include value (higher earnings and dividend yields), market sentiment (price momentum and earnings revisions), quality (profitability, operating efficiency, distance-to-default), and corporate management (shareholder friendly practices). Each of these strategies invest in a diversified portfolio of equity securities including, but not limited to, common and preferred stocks, securities convertible into common stocks, ETFs, American Depository Receipts, and real estate investment trusts. Each of these strategies will also invest in money market securities and other cash management vehicles.

Details Hidden

Henderson Global Investors Ltd.

Henderson-UK is an active, value-oriented manager which has core capabilities in global equities, European equities, global fixed-income, multi-asset and alternative investments. They focus on absolute returns, investing globally based on rigorous fundamental research and risk management. The firm believes that top-down economic factors are key drivers of markets and the performance of sectors within markets. Economic expectations are a key input to all equity, bond and currency return forecasts which determine their asset allocation policy. Investment teams devise their own investment processes and are structured to maximize opportunities within their respective investment areas. There is no house view and teams share resources with other Henderson investment teams. Fund managers are supported by a global team of researchers and economists and operate within a comprehensive and robust risk-control framework.

Details Hidden

Citigroup Global Markets, Inc. (Broker)

Founded in 2004, Citigroup Global Markets, Inc. is a broker/dealer headquartered in New York City with additional offices across the US. The firm covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. Citigroup Global Markets is a subsidiary of Citigroup, Inc. (NYSE: C).

Recent Transactions

Details Hidden

TD Ameritrade Holding Corp. issued . USD Common Stock

Details Hidden

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

Details Hidden

TD Ameritrade, Inc., TD Ameritrade Holding Corp. purchase FA Insight LLC

Transaction Advisors

Legal Advisor

Wachtell, Lipton, Rosen & Katz

Advised onTD Ameritrade Holding Corp. issued . USD Common Stock

Investment Advisor

Barclays Capital, Inc.

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

Investment Advisor

Citigroup, Inc.

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

Legal Advisor

Matthew M. Guest

Advised onTD Ameritrade Holding Corp. issued . USD Common Stock

Associate

Alexander C. Cushman

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

Associate

Andrew Edelen

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

Advisors & Consultants

Senior Advisor

Tim Hockey

Chief Executive Officer at TD Ameritrade, Inc.

Advisor

William J. Gerber

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

Special Advisor

Rodger O. Riney

Special Adviser to Tim Hockey at TD Ameritrade, Inc.

Clients

Hennessy Advisors, Inc.

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

Key Stats and Financials As of 2019

Market Capitalization

$26.1B

Total Enterprise Value

$18.6B

Earnings Per Share

$3.96

Revenue

$6.01B

Total Debt

$3.59B

Total Equity

$8.7B

Net Profit

$2.21B

Enterprise Value Sales

3.09x

TEVNet Income

8.41x

Debt TEV

0.19x

Three Year Compounded Annual Growth Rate Of Revenue

21.78%

EBITDAMargin

54.41%

Enterprise Value EBITDAOperating

5.68x

EBITDA

$3.27B

Five Year Compounded Annual Growth Rate Of Revenue

13.88%

Non-Profit Donations & Grants

$250K - $500K

2017

Habitat for Humanity International, Inc.

$500K - $1M

2015

Habitat for Humanity International, Inc.

$5,000 - $10K

2013

The Anti-Cruelty Society

Investments

Details Hidden

Hyperscience

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 on December 11, 1997 and is headquartered in Jersey City, NJ.

TD Bank Group Accounting & Financial Services | Toronto, ON

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 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 company was founded by Amadeo Peter Giannini in 1904 is headquartered in Charlotte, NC.

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