Daniel Petro, financial advisor Baltimore MD
93 score

Daniel Petro

CRD Number: 5427144
Current Firm: Rbc Capital Markets, LLC

Daniel Petro (CRD# 5427144) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Baltimore, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets LLC Quarry Lake, MD Oct 2009 - Current 7
Glory Days Grill Towson, MD Oct 2004 - Current 12
Capitol Securities Glen Allen, VA Sep 2009 - Sep 2009 < 1
Rbc Capital Markets Corporation Hunt Valley, MD Mar 2009 - Sep 2009 < 1
Ferris Baker Watts LLC Hunt Valley, MD Sep 2007 - Mar 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Daniel A. Petro
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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