Ally Feinman, financial advisor Chadds Ford PA
88 score

Ally Feinman

CRD Number: 6373994
Current Firm: Rbc Capital Markets, LLC

Ally Feinman (CRD# 6373994) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Wealth Management Chadds Ford, PA Jul 2014 - Current 2
Unemployed Chadds Ford, PA Jun 2014 - Jul 2014 < 1
Fidelity Management & Research Company Boston, MA Jul 2012 - May 2014 1
Full Time Education Evanston, IL Sep 2011 - Jun 2012 < 1
Tocqueville Asset Management New York, NY Jun 2011 - Sep 2011 < 1
Full Time Education Evanston, IL Sep 2010 - Jun 2011 < 1
Siegel Jcc Wilmington, DE Jun 2010 - Aug 2010 < 1
Full Time Education Evanston, IL Sep 2009 - Jun 2010 < 1
Siegel Jcc Wilmington, DE Jun 2009 - Aug 2009 < 1
Full Time Education Evanston, IL Sep 2008 - Jun 2009 < 1
Chadds Ford Township Chadds Ford, PA Jun 2008 - Aug 2008 < 1
Full Time Education Chadds Ford, PA Jul 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Ally S. Feinman
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • PA
  • VI
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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