David Sebag, financial advisor Madison WI
93 score

David Sebag

CRD Number: 1293223
Current Firm: Rbc Capital Markets, LLC

David Sebag (CRD# 1293223) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Madison, WI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Corporation Madison, WI Jun 2009 - Current 7
Citigroup Global Markets Inc. Madison, WI Dec 1985 - Jun 2009 23
Fidelity Union Life Ins. Company Madison, WI Sep 1977 - Oct 2007 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for David Sebag
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • TX
  • WI
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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